New England Financial           
 The Wisconsin Group
 
 
“Teamwork is the
Cornerstone of
  Our Success”
 
 
 
 
                                   What keeps you up at night?
 

                                                                   Retirement

                                                  College Education Funding

                                                            Estate Conservation

                                                              Family Protection

   

At New England Financial, we can provide you with the solutions for your needs to look forward to your financial future.

Established in 1846 as an agency of New England Life Mutual Life Insurance Co.(now New England Financial), The Wisconsin Group, Inc. is Wisconsin’s oldest financial services firm. We take great pride  in our history and the relationships we have built during our tenure    in the financial services industry. Representing over 300 top-rated insurance and investment firms, NEF/The Wisconsin Group, strives   to provide the best possible products to our agents and brokers and ultimately for their clientele. 

New England Financial/The Wisconsin Group
 
Focusing on helping individuals and businesses achieve their financial goals.

 
 
 
 
 
 
 
 
 

We have representatives in this office licensed and registered to offer products and services in [AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MN, MO, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, WI]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Retirement Toolbox

Tools to help you begin the process of ensuring the retirement lifestyle you want.

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Income Annuities Guide

Find out if income annuities can play a role in your retirement plan.

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

More Newsletters →