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.

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When Weather Becomes Your Worst Enemy

Companies with disaster plans and adequate insurance protection may be in a better position to reopen their doors after a severe weather-related event.

Understanding the Gift Tax

It’s important to understand gift tax provisions in order to take advantage of the exemption and possibly eliminate or reduce potential tax liability.

Tax Season Never Ends for the Self-Employed

Making accurate quarterly tax payments on schedule can help avoid interest penalties for underpayment.

Cyclical vs. Defensive Stocks

Cyclical and defensive stocks differ and consumer spending and economic growth may affect various sectors of the stock market.

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