Financial Planners Laconia NH

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Roy Ballentine
Ballentine Partners, LLC
(603) 569-1717
55 Mill Street, PO Box 1860
Wolfeboro, NH
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Financial Issues Between Generations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, ChFc, CLU, MA

Claudia Shilo
Ballentine Partners, LLC
(603) 569-1717
55 Mill Street, PO Box 1860
Wolfeboro, NH
Expertises
Cash Flow/Budgets/Credit Issues, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Financial Issues Between Generations, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MPFP

Robert Maloney
Squam Lakes Financial Advisors, LLC
(603) 968-2317
31 Coxboro Road-Box 730
Holderness, NH
Expertises
Women's Financial Planning Issues, Planning Issues for Business Owners, Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, MSFS

Ms. Linda M. Knott, CFP®
(603) 832-0002
174 Court Street
Laconia, NH
Firm
LPL Financial
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Richard Vincent Breton, CFP®
(603) 528-5212
617 Main Street
Laconia, NH
Firm
Wedbush Securities, INC

Data Provided by:
Susan John
Financial Focus, Inc.
(603) 569-1994
40 Mill Street, PO Box 2250
Wolfeboro, NH
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Real Estate Investments
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

James Fitts
Harvest Capital Management, Inc.
(603) 224-6994
114 North Main Street, Suite 301
Concord, NH
Expertises
Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

David Pereira, CFP®
(603) 524-2005
36 Country Club Rd Unit 822
Gilford, NH
Firm
Modern Woodmen of America
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Profession: Not Applicable

Data Provided by:
Mr. Thomas E. Space, CFP®
(603) 524-1599
83 Goodwin Rd.
Gilford, NH
Firm
Advisors Financial Planning Gr
Areas of Specialization
Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Ms. Cathy Ann Horn, CFP®
(603) 528-2246
19 Gary Cir
Gilford, NH

Data Provided by:
Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

55%
People age 45 and older who are concerned about being able to afford healthcare

22%
Those who have delayed seeing a practitioner

16%
Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

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