Retirement Plans for Self-Employed Individuals and Small Businesses
How do you choose a retirement plan? As a small business owner or self-employed individual, you may not realize how… read more
Archive for the 'Retirement Planning' Category
When a 5.5% Bracket is Really a 14.1% Bracket: Connecticut Income Taxes
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 SECURE Act?
The SECURE Act (Setting Every Community Up for Retirement Enhancement) Act was passed in December 2019, with the goal of… read more
Rolling Over Old Retirement Accounts
As a Registered Investment Advisor, we can manage brokerage accounts, IRAs (Traditional, Rollover, Roth, and Inherited IRAs), SEPs, SIMPLEs, Individual… read more
Understanding Medicare
What is Medicare? Medicare is a national health insurance program for people 65 or older, certain people under 65 with… read more
5 Social Security Tips for Couples
Social Security tips that should factor into a couple’s decision on when to file As you transition into retirement, you’ll… read more
Solo 401(k) – A Great Idea for the Self-Employed
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
How Do You Envision Your Retirement?
Retirement Guide Check out our FREE GUIDE on Are You Ready For Retirement? To see our other videos on Are You Ready For Retirement?, please Like… read more
Are You Ready For Retirement?
Retirement Guide Check out our FREE GUIDE on Are You Ready For Retirement? To see our other videos on Are You Ready For Retirement?, please Like… read more
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