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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Beware of these traps that could upend your retirement.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This investment account question is vital and answered as early as possible.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Peer-to-peer payment apps are one of the newest ways to send money.
It’s never a bad time to speak with your financial professional about changes in your situation.
The market is as unpredictable as the weather. We’d love to help you prepare.
When you retire, how will you treat your next chapter?
Make your retirement as exciting as your next vacation.