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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Important items to consider when purchasing condo insurance.
This checklist can give you a quick snapshot of how prepared you are.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
When markets shift, experienced investors stick to their strategy.
Savvy investors take the time to separate emotion from fact.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How will you weather the ups and downs of the business cycle?