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Posts
- 5 Social Security Tips for Couples
- Social Security Myths
- Solo 401(k) – A Great Idea for the Self-Employed
- 1st Quarter 2013
- 1st Quarter 2014
- 1st Quarter 2015
- 1st Quarter 2016
- 1st Quarter 2017
- 1st Quarter 2018
- 1st Quarter 2019
- 1st Quarter 2021
- 2016 Five Star Wealth Manager – Brendan Smith
- 2016 Five Star Wealth Manager – Patrick Smith
- 2nd Quarter 2013
- 2nd Quarter 2014
- 2nd Quarter 2015
- 2nd Quarter 2016
- 2nd Quarter 2017
- 2nd Quarter 2018
- 2nd Quarter 2019
- 2nd Quarter 2020
- 2nd Quarter 2021
- 3rd Quarter 2012
- 3rd Quarter 2013
- 3rd Quarter 2014
- 3rd Quarter 2015
- 3rd Quarter 2016
- 3rd Quarter 2017
- 3rd Quarter 2018
- 3rd Quarter 2019
- 3rd Quarter 2020
- 4th Quarter 2012
- 4th Quarter 2013
- 4th Quarter 2014
- 4th Quarter 2015
- 4th Quarter 2016
- 4th Quarter 2017
- 4th Quarter 2018
- 4th Quarter 2019
- 4th Quarter 2020
- A TOD Account Can Help Avoid Probate
- After the Brexit, What’s Next?
- Are You Ready For Retirement?
- Avoid Chasing Returns
- Avoid Market Timing
- Congratulations to Brendan Smith, CFP® on becoming a Certified Financial Planner™ professional.
- Correcting Bad Investor Behavior
- Department of Labor Final Fiduciary Rule
- Department of Labor threatens IRA accounts
- Do You Know What You Are Being Charged?
- Don’t be Caught by Surprise: Interest Rate Changes and Your Portfolio
- Focus On What You Can Control
- Fraud and Technology
- Get your finances in good shape
- How Do You Envision Your Retirement?
- I’m Ready to Rollover My Old Retirement Account. What is My Next Step?
- Implement Smart Diversification
- Inflation in Your Portfolio
- Interest Rates Have Dipped To A 3-Year Low
- Let Markets Work for You
- Look Beyond the Headlines
- Looking To Purchase A Second Home?
- Managing Conflicts of Interest
- Managing Your Emotions
- Men Who Cook
- Our Financial Planning Process
- Patrick Smith selected as a 2013 Five Star Wealth Manager
- Patrick Smith selected as a 2014 Five Star Wealth Manager
- Patrick Smith selected as a 2015 Five Star Wealth Manager
- Resolutions For 2019
- Retirement Plans for Self-Employed Individuals and Small Businesses
- Rolling Over Old Retirement Accounts
- Should I buy a rental property?
- Six Resolutions for 2017
- Social Security Fraud, Are You At Risk?
- Stuck in Traffic
- THE Market — Counting Candy in a Jar
- Toys For Tots
- Understanding Medicare
- What is the CARES Act?
- What is the SECURE Act?
- When a 5.5% Bracket is Really a 14.1% Bracket: Connecticut Income Taxes
- Will Social Security Increase Your Tax Bracket?
