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

401k

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

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

What is the SECURE Act?

Posted on May 18, 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 11, 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

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