
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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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.