Investment Management Firms North Andover MA

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Robert Bartley
Bartley Financial Advisors
(877) 474-8811
68 Park Street
Andover, MA
Expertises
Advising Entrepreneurs, Advising Medical Professionals, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Stephen Ahern
Sullivan Bille/Wealth Management Advisors
(978) 970-2900 X 260
600 Clark Road
Tewksbury, MA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Advising Entrepreneurs, Advising Medical Professionals, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA, CPA/PFS, MS, MST

Robert Dubee
Quest Financial Services Inc.
(781) 224-3456
40 Salem Street, Building 2 Suite #3
Lynnfield, MA
Expertises
Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, Financial Issues Between Generations, Middle Income Client Needs, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA, MST

Barbara Nevils
Nevils Financial, LLC
(877) 552-2638
607 North Avenue Suite 18
Wakefield, MA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MA

Jeanne Sullivan
Financially In Tune, LLC
(781) 640-5698
607 North Avenue, Door 12, Floor 1
Wakefield, MA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, High Net Worth Client Needs, Women's Financial Planning Issues, College/Education Planning, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Maureen Demers
Demers Financial Planning LLC
(978) 494-4337
75 Merrimack Road
Methuen, MA
Expertises
Investment Advice without Ongoing Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Paul Pignone
Boston Retirement Advisors, LLC
(603) 896-6400
85 Stiles Road, Suite 202
Salem, NH
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, High Net Worth Client Needs, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, ChFc, CLU, CSA

Robert Ryan
Resolute Financial, LLC
(781) 246-8771
599 North Ave Suite 6
Wakefield, MA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CEBS, CFP®, ChFc, JD, MSFP

Charles Johnson
Resolute Financial, LLC
(781) 246-8771
599 North Ave Suite 6
Wakefield, MA
Expertises
Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Real Estate Investments, College/Education Planning, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®

George Paquin
Resolute Financial, LLC
(781) 246-8771
599 North Ave Suite 6
Wakefield, MA
Expertises
Insurance Related Issues, including Annuities, Ongoing Investment Management, Socially Responsible Investments, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA, MBA

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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