Welcome
I hope this site provides you with helpful information concerning your financial future, how you can accumulate wealth, and find out more about current tax laws and IRS changes.
                          
Best Wishes,
Joan
The contents of this website do not constitute a solicitation to purchase or sell securities in other states.

Securities and Financial Planning services offered through Waterstone Financial Group, a registered broker-dealer and member FINRA (www.finra.com) and and Registered Investment Adviser. 500 Park Blvd., Suite 800, Itasca, IL 60143 630-250-7000.

Currently Joan Norton is securities registered in MA, NH, RI, CT, CA, FL, MD, NJ, VA.
Fee based financial planning available only to residents of MA, NH, RI.

This communication is strictly intended for individuals residing in the states listed above, where these registered representatives are registered to conduct securities business, and as an investment adviser.  No offers may be made to or accepted from any resident outside the specific states referenced.

Joan K. Norton, CMFC, RFC, LLC and Waterstone Financial Group are Independent Companies.
Services Provided

Retirement Planning and IRAs
Comprehensive Financial Planning
Estate Analysis
Asset Allocation
Tax Advantaged Investing
Long Term Care
Is the market in a 'V' or a 'W?"  If you haven't heard me use these terms before, you'll want to download the webcast presentation material for insightful information!   I also discuss other financial options for lifetime income and devote a section to answering questions clients have recently asked me.

NOTE: Adobe Reader software must be installed on your system to view the client webcast presentation material.  The free Adobe Reader software runs on Microsoft Windows NT and higher (it does not run on Windows 98 or earlier versions of Windows).  Click below if you need to install the free Adobe Reader software on your system.

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Important in-depth information covered in the May webcast:
Moving Forward with Retirement
Retirement Red Zone

Daily market fluctuations will not impact your long term financial wealth. Instead, it's important to pay attention to inflation.  I explain why in this month's webcast.  Other topics I cover include saving for children's education and rules for 2009 ONLY on Required Minimum Distributions from retirement plans.

My guest speaker this month is Eric Fallon from Oppenheimer Funds.   Eric is a parent of three children and very knowledgeable on the different types of savings approaches for children's education.   You'll gain valuable insights from the discussion Eric and I have on this topic.

Soliciting Your Input for Upcoming Webcasts

I want to thank my clients who are submitting questions for upcoming webcasts.  Keep those questions coming!  To submit a question or topic, please send an email to joannorton@joannorton.com.