Tariffs and Trade Wars - What to Expect and How to Respond

A series of recently announced tariffs has increased concerns for a broader potential trade war.

NEIRG Welcomes Glenn DiBenedetto

We are happy to announce Glenn DiBenedetto, CPA, CGMA has joined New England Investment & Retirement Group, Inc. as Director of Tax Planning.

A Look at Master Limited Partnerships

Our team recently took a deep dive into MLPs as part of our standard asset class review. Some takeaways: The MLP market is going through some changes, and the outlook is bright.

NEIRG Team Spotlight Betsey Meader

When you visit our North Andover office, the first person you meet is likely Betsey Meader, a key part of the NEIRG team.

WELCOME TO NEW ENGLAND INVESTMENT & RETIREMENT GROUP

Our mission is to help our clients pursue financial independence by providing unbiased,objective guidance. We bring value through communication, education and exceptional service.

Our Client Service Approach

We take a layered approach to client service, which means that we bring professionals from planning, investments and client services together to provide expert-level resources with a concierge touch.

We Help Clients Through Our Holistic View

Our holistic view, adherence to proven investment principles, specialized knowledge, and dedication to protecting what you value most has earned us a reputation for results.

Our Personal Wealth Management Process

Create and Grow Wealth

Protect and Preserve Wealth

Plan for Distribution
During Lifetime

Plan for Distribution
at Death

News and Insights from the NEIRG Blog

Charitable Giving Strategies

NEIRG identifies some strategies to consider as you plan your charitable giving. Always verify the charities you are donating to are legitimate and you should consult with your financial advisor to understand the tax laws apply that to your specific situation....

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Gift Tax Planning

2017 Annual Gift Tax Exclusion The 2017 federal gift tax exclusion did not change and remains $14,000. If you make a gift of $14,000 to 4 people, the gifts are considered nontaxable by the federal government. Additionally, none are required to be reported on a federal...

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How Diversification Pays During Market Downturns

    When the Music Stops: Preparing for a Bear Market     Since the market bottomed on March 9, 2009, in the depths of the financial crisis, U.S. equity markets have enjoyed a sustained bull run. Aided by intervention from global central banks and a stabilization of...

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