Understanding Today’s Financial Environment
Welcome, I’m Mark S. Butterworth, a CERTIFIED FINANCIAL PLANNERTM in Danvers, MA. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, my personalized service focuses your needs, wants, and financial goals and objectives.
I have over twenty years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call 978-774-9200.
Helpful Content
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.