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.
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Would you guess that Millennials are effectively saving for retirement? Well, they are.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A change in your mindset during retirement may drive changes to your portfolio.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
How long does a $20 bill last?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a crash course on saving for college.