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Mystic Asset Management, Inc.

Phone:

860-495-3300

Fax:

401-421-1451

E-mail:

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.

Describes how Roth accounts can generate tax-free retirement income.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Shows how transfer-on-death designations help avoid probate costs.

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Reviews annual enrollment dates and options for Medicare participants.

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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

How much can you afford to pay for a car?

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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