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Ames Planning Associates, comprehensive fee-only financial planning and investment advisors based in Peterborough, NH, work with clients in New Hampshire, Massachusetts and Maine, as well as other states in New England and around the country. As one of the top-rated fee-only investment advisors in the US, Ames Planning is highly respected by both clients and other wealth managers.

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April 2008: Market Commentary

PETERBOROUGH, NH (April 15, 2008) — Credit crisis, high oil prices, falling housing prices, rising unemployment, accelerating inflation, dramatic interest rate cuts, emergency economic stimulus package, Bear Stearns near collapse, extraordinary liquidity pumped into the banking system… The economic headlines are scary. The complexities of the market and the U.S. economy are talking points that have eclipsed more normal conversations. Read more...

Carl Johnson Attends NAPFA Estate Planning Conference

PETERBOROUGH, NH (October 22, 2007) — Carl Amos Johnson of Ames Planning Associates recently attended the NAPFA Northeast/Mid-Atlantic Conference in Hartford, Conn. This conference is designed as a high level academic conference for the most successful fiduciary advisors in the country. In addition to learning about advanced estate planning concepts at the conference, Johnson focused his attention on researching inflation-indexed tax-free income strategies for high net worth clients.

“This is a particularly relevant topic given some longer-term risks facing the U.S., such as the growth of massive entitlement programs, such Medicare and potentially universal health coverage, and the probability of inflation, increased tax rates, and the scarcity of resources, including health care,” says Johnson. “This sort of research and continuing education is a foundation of Ames Planning Associates’ strengths and ability to provide outstanding service to our clients.”

NAPFA is the premier fiduciary advisor and wealth manager organization in the country. A member of NAPFA, Johnson is a fee-only fiduciary advisor and financial strategist at Ames Planning Associates, Inc.

From offices in Peterborough, Ames Planning Associates serves clients in southern NH, including Manchester and Nashua, the Monadnock Region, Lakes Region, throughout New England and beyond. For more information on their financial planning and investment management services, visit www.amesplanning.com or contact them at 603-924-9939 or 800-258-9939.

Contact us for fee-only financial planning and investment advice.

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Managing Your Nest Egg

Over the next decade, baby boomers will retire in droves, and companies like Ames Planning Associates, Inc., a personal financial advisory services firm, will be there to help.

By Jonathan Steiman Inc.com

Harvey Ames didn’t understand the military’s development programs in Vietnam. As a freshly minted Foreign Service officer, Ames watched the army throw money, food and materials at Vietnamese civilians, then walk away. This approach, he thought, suppressed the people’s problem solving skills, and fueled power struggles between those with goods and those without. “We were basically paying people to be bullies,” remembers Ames.

So when Ames was asked to give a village the materials to build an open-air market, he refused. “I want to empower the people,” he recalls telling his Vietnamese counterpart. And he did, by helping the townspeople build the market themselves.

Today, 37 years later, Ames relies on the lessons he learned from that experience when running his business, Ames Planning Associates, Inc, a financial planning firm in Peterborough, NH. “That self sufficiency, that going inside yourself to find out what it is that you have, what it is that you bring to bear and how is it that you can work your issues through with a little help, that is the kind of thing I try to bring here,” Ames says.

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