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.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For homeowners who think their property taxes are too high, there are ways to appeal.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Couples may be able to head off many of the problems in a marriage that money can cause.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What if instead of buying that vacation home, you invested the money?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How will you weather the ups and downs of the business cycle?