
Investing Made Easier
We offer financial strategies for both businesses and individuals that address your challenges and fit your needs. Big business or small, soon-to-be-retiree or new college grad, we get to know your concerns and work to solve them with a confidential team approach.
Located inside the Taunton Federal Credit Union, our location combines the experience and trusted advisory services provided through Voya Financial Advisors with the member-focused service that Taunton Federal Credit Union has become known for over 70 years. We work to provide unbiased and holistic personal and business planning in a way we feel best suits our clients, working with a wide range of highly reputable companies on your behalf, helping you work toward peace of mind.
Newsletters
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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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 72.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.