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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Marriage changes everything, including your insurance needs.
It sounds simple, but paying yourself first can really pay off.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This worksheet can help you estimate the costs of a four-year college program.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
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.
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Making the most of surprises is a great reason to work with us.
Here are five facts about Social Security that might surprise you.