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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
However exciting retiring abroad may sound, it deserves considerable planning.
In the face of divorce, making changes to insurance coverage may be overlooked.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A look inside the U.S. government's statistics on household net worth.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
Learn how to harness the power of compound interest for your investments.
Even low inflation rates can pose a threat to investment returns.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.