Join Us for a Series of Conversations
Do you have all of your ducks in a row? If not, what is holding you back?
Resolve to “get your ducks in a row” in 2012!
Space is limited to 8 participants and pre-registration is required. Contact Danielle Holmes at 978.388.3468 or plan@dolanfinancialservices.com.
We welcome suggestions for future workshops!
Fixed Insurance products and services offered by Dolan Financial Services are separate and unrelated to Commonwealth.
Do You Need an Estate Plan?
An estate plan is about much more than money. Your estate plan addresses issues that may arise during your lifetime and after your death. | | Jacqueline Voss Lees, Esq. | Thursday, January 26th - 7p.m.
108 Main Street, Amesbury, MA | What's New in Tax Planning for the Small Business Owner?
Two things are certain in life—taxes and tax law changes! | | Catherine Hayes, CPA® | Thursday, February 16th - 7p.m.
79 State Street, Newburyport, MA | Life Insurance: Why or Why Not?
Do you need life insurance? How much life insurance is enough and how much is too much? | | Charlene K. Dolan, CFP® | Thursday, March 15th - 7p.m.
108 Main Street, Amesbury, MA |
Supporting Our Neighbor's Table
Dolan Financial Services sponsored dinner at Our Neighbor's Table on Wednesday, December 7th. We had the privilege of supporting the efforts of a team of volunteers who gather each week to prepare a delicious and nutritious meal for our neighbors in need.
Conscious of the many forms of hunger, Our Neighbors' Table strives to provide guests with nourishing food, kindness, dignity and a sense of community. Visit the website for Our Neighbor's Table, www.OurNeighborsTable.org, to learn more about the valuable work being done by this organization.
We look forward to sponsoring dinner again in December of 2012.
Women's Leadership Luncheon - "Living Our Legacy"
Dolan Financial Services sponsored a Women's Leadership Luncheon on November 29th at Restaurant Molise in Amesbury. This was an opportunity to share in story of the guest speaker, Dr. Russette M. Lyons. Dr. Lyons is the Global Head of Education at the Novartis Institute for BioMedical Research.
The event was hosted in conjunction with the Newburyport Chamber of Commerce.
Homestead Act Changes
Massachusetts recently enacted significant changes to the Homestead Act. A Homestead protects the equity in your primary residence against certain creditors. However, you must file a “Declaration of Homestead” to obtain the maximum $500,000 protection. Make sure you are protected!
http://www.sec.state.ma.us/rod/rodhom/homidx.htm
Opt-out of Paper Statements!
Clients who receive a monthly statement from National Financial Services are now able to eliminate paper statements and trade confirmations.
Make your next paper statement from National Financial your last! To begin the process, you must have a PIN to access your accounts online through Investor360®. If you are not already using Investor360®, call Danielle at 978.388.3468 to obtain an ID and PIN or send an e-mail request to Danielle@dolanfinancialservices.
Danielle will provide you with an ID and PIN to access your accounts through the "Your Account" button on our homepage. Account access is available through Investor360® on the "Your Account" web page. Once you have logged in to Investor360®, you will have the option to elect your paperless preferences.
It only takes a few minutes to opt-out. Simplify your life and protect the environment at the same time!
108 Main Street
Amesbury, MA 01913
978.388.3468
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79 State Street
Newburyport, MA 01950
978.465.3468
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