Coventry, RI registered branch office of NEXT Financial Group, Inc.
Welcome to our Web site -- an information resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics. You can even request a quote for an insurance or investment product. And check back often, because we're constantly adding new material. If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at vmoffitt@nextfinancial.com, or call us at (401) 828-0097. We're ready to help.
Or contact our broker/dealer NEXT Financial Group, Inc. www.nextfinancial.com
Looking for help with your 401k? For a one time initial set up fee of only $75.00 you can have unlimited access to our powerful new "401k Confidence" program.
Click the following website: http://moffittassociates.401kconfidence.net/index.phpnfor a FREE demo
Victor Moffitt was selected by Rhode Island Monthly magazine as a 2014 Five Star Wealth Manager
click link for additional info: http://www.pageturnpro.com/Five-Star-Professional/54642-2014-RIWM-Victor-Moffitt/index.html#/1
The Five Star Award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity.
Newsletters
-
The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
-
New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
-
Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
-
Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Savings Accumulation
Estimate the future value of your current savings.