Retirement Planning Strategies

Manchester, NH — April 2011 — Eldridge Investment Advisors, Inc., is pleased to announce that Scott L. Dudley, an independent financial advisor, was recognized as a top financial advisor and named to the LPL Financial Chairman’s Club. This distinction is based on a ranking of all registered advisors supported by LPL Financial LLC, the nation’s largest independent broker-dealer,* and is awarded to less than six percent of the firm’s more than 12,000 advisors nationwide.

Said Bill Dwyer, president of national sales and marketing for LPL Financial, “We congratulate Scott Dudley for achieving this prestigious recognition, which is based on how successful advisors are in growing their businesses by delivering services and solutions to their clients. We believe members of the Chairman’s Club are among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities.”

Scott Dudley is a financial advisor with Eldridge Investment Advisors, is affiliated with LPL Financial and provides access to independent financial planning services, investment advice and asset management services.

Nov. 2, 2011: "Breakfast with the DOL" updates HR and
C-level professionals with fiduciary oversight of defined contribution retirement plans

MANCHESTER, NH - Eldridge Investment Advisors and Baker Newman Noyes will sponsor "Breakfast with the Department of Labor" in association with the Human Resource Certification Institute, tailored specifically to HR professionals and senior level executives responsible for fiduciary oversight of an employer-sponsored defined contribution retirement plan, including 401(k) and 403(b). The workshop will take place on Wednesday, November 2, 2011, from 8:00 a.m. to 10:00 a.m. at The Derryfield Country Club, Manchester, NH. Registration and continental breakfast will begin at 7:30 a.m. Download event flyer.

The comprehensive workshop includes an update from the United States Department of Labor, Employee Benefits Security Administration, on the responsibilities of key decision makers. The featured speaker is Mary Rosen, associate regional director, US DOL, who will speak on "Fiduciary Responsibility & Pending Fee Disclosure Regulations."

Additionally, a representative from Alliance Bernstein will present "Making Defined Contribution Plans More Effective."
An outstanding feature of the event: Attendees will benefit from participating in a real-time, confidential, electronic survey that will generate a customized benchmarking report showing participants how their defined contribution plan stack...

To achieve your dreams, you need a plan. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. More than a pie chart, asset allocation or product recommendations, our plans are carefully written and based on proven principles of financial planning. The plans break down complex topics into simple actions and provide recommendations for how to save, spend, invest and protect the things that are important to you. I will address your needs over time, and deliver recommendations in a written financial plan. It will be updated regularly and will provide you with information tailored specifically to your goals and dreams. We will track your progress on an ongoing basis against your plan, reviewing where you are, where you need to be and what new developments in your life will affect your goals and make adjustments as needed.

Manchester, NH — April 2011 — Eldridge Investment Advisors, Inc., is pleased to announce that Stephen F. Eldridge, an independent financial advisor, was recognized as a top financial advisor and named to the LPL Financial Chairman’s Council. This distinction is based on a ranking of all registered advisors supported by LPL Financial LLC, the nation’s largest independent broker-dealer,* and is awarded to less than 2% of the firm’s more than 12,000 advisors nationwide.

Eldridge Investment Advisors can help you to define your financial and life goals based upon your resources, risk profile and lifestyle, and then to detail a balanced and realistic financial plan to meet those goals. We guide you through this process helping you to understand how each financial decision affects your overall financial goals, and can also help you adapt your plan to life changes such as marriage, children, divorce, planning for college, and more.

It was a socially awkward moment. Simon Eldridge was standing in a circle of friends at Christmas 2008 when someone made a funny remark. As he laughed, the contents of his mouth sprayed over the woman standing next to him.

Fortunately, it was only water, was easily dealt with and the party continued. But Eldridge stepped back in puzzled embarrassment.

He didn’t know he was losing muscle power in his lips and that soon he would have difficulty holding them closed. Nor did he know this was an erratic early sign of an incurable disease that would put him in a wheelchair two years later.

At the time, Eldridge seemed indestructible. He was 44 and in his prime.

The financial markets were in a slump and, as managing director of Credit Suisse’s Australian equities sales trading, he had been staying in Sydney while his wife Sheila and their two sons took their annual break at the family’s holiday house in the Hunter Valley. He commuted on weekends.

When Sheila called him at work, his voice was intermittently slurred and she inquired if he had been to lunch. He hadn’t. While she put it down to fatigue at the end of a tough year, he said it was odd and his tongue felt heavy.

Gradually, other things began happening. At night, Simon’s left arm began to twitch and cramp. Was it the way he was lying? There were pins and needles in his hand. Thinking his wedding ring might be restricting blood flow, he to...