We have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.Learn More
Investments & Insurance
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Barbara Trombley is a Certified Divorce Financial Analyst and can help you navigate the specific money issues that come up during a divorce.
Helping Clients Since 1965 ...
Welcome to Trombley Associates. We are a full-service financial firm in Wilbraham, MA specializing in retirement planning. We understand that people face unique challenges in their financial life. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Trombley Associates has over 50 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What’s the deal with your yearly free credit report?
Here are 4 great, and sometimes unexpected, places to raise a family.
How to help determine life insurance needs to provide for your family after you pass away.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
What is your plan for health care during retirement?
Even low inflation rates can pose a threat to investment returns.
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?
What if instead of buying that vacation home, you invested the money?
A special needs trust helps care for a special needs child when you’re gone.