Atlantic Wealth Management is a leading life insurance and financial service brokerage firm that offers a superior portfolio of products and services to help you meet the needs of your business.

Our website is designed to be user friendly and cover a broad spectrum of topics for you.

Just click on to the appropriate topic to get up to date information.

Once you have reviewed your areas of interest,  please contact us for any questions.

Thank you for taking a look at us.

Marjorie Cantin, CLU, ChFC

President 

Atlantic Wealth Management

 

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

SEC Decides to Break the Buck

How reforms to the $2.6 trillion money fund market might affect institutional and individual investors.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

Health Savings Accounts and Your Retirement

An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits.

Growth, Value, or Both?

Here’s how to identify a stock or mutual fund as a growth or value investment.

More Newsletters →