Understanding Today’s Financial Environment
Welcome! I’m Bonnie Ireland, a financial planner in Meredith, NH. The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy advisor who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.
As a full-service financial planner, I offer clients access to an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone at (603) 366-5951 or bonnie.ireland@lpl.com.
- Strategic Asset Management (SAM) – providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor. Access to mutual funds, as well as individual stocks, bonds and alternative investments.
- Managed Asset Plans – for professional fee-based portfolio management through LPL Financial
- Brokerage Accounts - providing you with commissioned based asset management to trade mutual funds, ETFs, stocks, options, bonds, CDs, and alternative investments.
- Retirement Planning – to design an investment strategy to help you meet all of your retirement goals
- Corporate 401(k), Retirement Plan & Investment Management
- Variable and Fixed Annuities – for tax-deferred growth potential designed with an income stream in retirement
- Education Planning – through 529 College Savings Plans, Coverdell Education Savings Account (ESA) or UGMA/UTMA accounts
- Insurance – Disability Income, Health & Dental, Life and Long Term Care Insurance
- Annual Portfolio Review – to review your current holdings and help you make any necessary changes or adjustments
Helpful Content
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.