Archive for the 'Financial Planning' Category

Will Social Security Increase Your Tax Bracket?

Posted on June 29th, 2020 · Posted in Blogs, Financial Planning

How is Social Security Taxed? It is important to know that 0%, 50%, or 85% of your social security benefits… read more

When a 5.5% Bracket is Really a 14.1% Bracket: Connecticut Income Taxes

Posted on June 8th, 2020 · Posted in Blogs, Financial Planning, Retirement Planning

Connecticut income tax rates range from 3% to 6.99%. While 6.99% is the published “maximum,” you may find yourself paying… read more

What is the CARES Act?

Posted on June 1st, 2020 · Posted in Blogs, Financial Planning, Investment Advisory

The CARES (Coronavirus Aid, Relief, and Economic Stability) Act is a bill passed by Congress providing funding relief to large… read more

What is the SECURE Act?

Posted on May 18th, 2020 · Posted in Blogs, Financial Planning, Investment Advisory, Retirement Planning

The SECURE Act (Setting Every Community Up for Retirement Enhancement) Act was passed in December 2019, with the goal of… read more

People in a meeting

Our Financial Planning Process

Posted on May 11th, 2020 · Posted in Blogs, Financial Planning

Let’s Begin Financial planning is all about you— It encompasses your life and the things that are most important to… read more

Rolling Over Old Retirement Accounts

Posted on May 6th, 2020 · Posted in 401k Rollover, Blogs, Retirement Planning

As a Registered Investment Advisor, we can manage brokerage accounts, IRAs (Traditional, Rollover, Roth, and Inherited IRAs), SEPs, SIMPLEs, Individual… read more

401k

Solo 401(k) – A Great Idea for the Self-Employed

Posted on August 21st, 2019 · Posted in Blogs, Financial Planning, Retirement Planning

Learn how a solo 401(k) is great idea for the Self-Employed If you are self-employed and meet certain requirements, you… read more

A TOD Account Can Help Avoid Probate

Posted on August 15th, 2019 · Posted in Blogs, Financial Planning

Setting up a TOD account can help avoid probate and consequently be a viable quick fix when a trust hasn’t… read more

2017 resolutions

Six Resolutions for 2017

Posted on January 3rd, 2017 · Posted in Financial Planning

Are you looking to make some positive changes with your finances this year? We have compiled a list of six… read more

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