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
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?