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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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lease Payment
How much would your monthly lease payment be?