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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The uncertainties we face in retirement can erode our sense of confidence.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Bonds may outperform stocks one year only to have stocks rebound the next.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What if instead of buying that vacation home, you invested the money?
Here’s a quick guide to checking to see if you have unclaimed money.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, cracking the code on bonds.