Marian Chapla-Breault is an LPL Investment Advisor Representative Certified in Long Term Care (CLTC) Insurance Designee
Welcome to our web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and market reports.
We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.
Chapla-Breault Wealth Management created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate conservation, and wealth preservation. Most importantly, we hope you see the value of working with a skilled professional to pursue you financial goals.
We're here to educate you about the basic concepts of financial products, to help you learn more about who we are, and to give you fast, easy access to market performance and 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.
Enjoy the fruits of your labor. Chapla-Breault Wealth Management Inc. will help plan for your retirement and excite you for what’s to come.
Rising education costs require a forward-thinking plan. Chapla-Breault Wealth Management Inc. can help you prepare for one of life’s biggest investments.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
What’s the deal with your yearly free credit report?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Beware of these traps that could upend your retirement.
Important items to consider when purchasing condo insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Around the country, attitudes about retirement are shifting.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here is a quick history of the Federal Reserve and an overview of what it does.
Making the most of surprises is a great reason to work with us.