New Main Office!
We are happy to announce the opening of our new office located at 1000 Bridgeport Avenue Shelton, CT 06484 . Our Shelton office, along with our existing Hamden location, will enable us to better serve our clients and allows for additional expansion of our advisory and services teams. The grand opening of our new office is scheduled for July 2021.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A letter of instruction provides additional and more personal information regarding your estate.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
Making the most of surprises is a great reason to work with us.
When you retire, how will you treat your next chapter?
What is your plan for health care during retirement?
Savvy investors take the time to separate emotion from fact.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.