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Proulx Family Financial

73 Princeton St. Suite 312
North Chelmsford, MA 01863

Phone:

978-256-7910

Fax:

978-256-2478

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much will it cost to pay off a loan over its lifetime?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck