News and Information Updates

Social security tips for couples

5 Social Security Tips for Couples

Posted on October 1, 2019 · Posted in Blogs, News, Retirement Planning

Social Security tips that should factor into a couple’s decision on when to file As you transition into retirement, you’ll… read more

social security myths vs facts

Social Security Myths

Posted on September 6, 2019 · Posted in Blogs, News

Let’s debunk the top 5 Social Security myths As a public insurance program, Social Security is a complex system. With… read more


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

Posted on August 21, 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

1st Quarter 2021

Posted on April 16, 2021 · Posted in Newsletters

1st Quarter 2021 The Race Is On – George Jones, 1964 When Jones wrote his hit in 1964, and since… read more

4th Quarter 2020

Posted on January 20, 2021 · Posted in Newsletters

4th Quarter 2020 “Alice had begun to think that very few things indeed were really impossible.” – Alice’s Adventures in Wonderland,… read more

3rd Quarter 2020

Posted on October 15, 2020 · Posted in Newsletters

Finding Clarity We cannot change the cards we are dealt, just how we play the hand. ― Randy Pausch, The Last Lecture… read more

Stuck in Traffic

Posted on August 25, 2020 · Posted in Pursuing a Better Investment Experience

2nd Quarter 2020

Posted on August 17, 2020 · Posted in Uncategorized

Cautious Optimism Remember, things are never clear until it’s too late. ― Peter Lynch, One Up On Wall Street The first half… read more

Will Social Security Increase Your Tax Bracket?

Posted on June 29, 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

Retirement Plans for Self-Employed Individuals and Small Businesses

Posted on June 16, 2020 · Posted in Blogs, Retirement Planning

How do you choose a retirement plan? As a small business owner or self-employed individual, you may not realize how… read more

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

Posted on June 8, 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 1, 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

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