Planning Your Financial Future
Whether you’re facing retirement and planning your Social Security benefit claiming strategy—saving for retirement, college savings, an estate strategy, looking to establish or review your business retirement plan—our personalized service focuses on your needs, wants, financial goals and objectives.
We can help you address your most pressing money questions.
♦ When should I claim my Social Security benefits?
♦ Can I retire early & will I have enough income?
♦ What is the best retirement plan for my business?
♦ Are my investments working hard enough?
♦ What’s the best approach for college savings?
♦ What are the elements of a sound estate strategy?
♦ Do I have enough life insurance for my family?
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
To help you be better informed about personal finance our site is filled with educational videos, articles, presentations, and calculators. Just pick a topic in our Learning Center. And, come back often, as we add new content frequently. As you browse our website, feel free to send us a note with any questions you may have about any investment concept or topic. We'll get back to you quickly with a thoughtful answer.
We look forward to working with you through all stages of your life. It’s easy to get started--just call (203) 595-0600, and let’s talk.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Rightsizing for Retirement
What does your home really cost?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A quick look at how federal income taxes work.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know these three personal finance sayings?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
Even low inflation rates can pose a threat to investment returns.
There are three things to consider before dipping into retirement savings to pay for college.