Many clients want to learn more about particular areas in the financial planning and investment process. Listed, please find some helpful links for your convenience that you can use to further educate yourself in specific areas. We encourage you to explore these resources and contact us with further questions or comments.


401(k) Calculator – Free calculator from Bloomberg for 401(k) savings

Education Funding

Saving for college – 529 Plans – Learn how to pay for college
College financial aid – Free guide to financial aid information

Personal Finance

Bankrate – Up-to-date interest rate information
Annual Credit Report – Free credit report from Equifax, Experian & Transunion
Yahoo Finance – Personal finance section
Social Security – Social security facts & forms
Medicare  –  Official medicare site
Better Business Bureau – (BBB) Consumer news and information

Direct Mail Credit Card Offer Opt-Out

Federal Trade Commission (FTC) – Consumers may opt-out from receiving credit card offers by mail for either five years or permanently by following the directions on the FTC’s website or through the following:

To opt-out for five years: Call toll-free 1-888-5-OPT-OUT (1-888-567-8688) or visit The phone number and website are operated by the major consumer reporting companies.

To opt-out permanently: You may begin the permanent opt-out process online at To complete your request, you must return the signed Permanent Opt-Out Election form, which will be provided after you initiate your online request.

Email Us To Set Up a Meeting. No pressure. No obligation.

Or call us at (203) 458-6800

Email to a friend
Like & Share
Follow & Share