Understanding Today’s Financial Environment
I’m Mark Bilodeau, a financial professional in Chelmsford, MA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (978) 323-7845 .
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
An inside look at how marginal income tax brackets work.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding the economy's cycles can help put current business conditions in better perspective.
Do your insurance needs stay the same when the nest empties?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
You’ve made investments your whole life. Work with us to help make the most of them.
Here’s a quick guide to checking to see if you have unclaimed money.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It’s never a bad time to speak with your financial advisor about changes in your situation.