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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding the economy's cycles can help put current business conditions in better perspective.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
Taking your Social Security benefits at the right time may help maximize your benefit.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
All about how missing the best market days (or the worst!) might affect your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.