Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
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The U.S. stock market’s growth this year continues to be dominated by a small number of technology stocks. Ten stocks now represent 37% of the S&P 500 Index’s market capitalization. This is the greatest concentration...
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Investing can be a complex and challenging endeavor, fraught with potential pitfalls for even the most experienced investors. In their recent blog, our friends at Dimensional Fund Advisors discuss three common investing mistakes, and how...
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Interest in sustainable investing continues to grow among individuals, driven by concerns about climate change and increased interest from younger adults and women. While the COVID-19 pandemic initially boosted focus on sustainable investing, this trend...
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Selecting the right financial advisor is an important decision. Knowing what qualities to look for and how to evaluate an advisor’s expertise can be challenging. What criteria should you use? What is the yardstick by...
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We are likely entering a period of stable economic growth with moderating inflation. With fears of a recession receding, the economy has continued to grow. The latest data indicates that the U.S. economy grew by...
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With the advent of spring our attention shifts towards growth and development. Some big items on many people’s to-do lists range from spring cleaning at home to readying their garden in preparation for summer. It...
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Figures updated for 2025 Health Savings Accounts (HSAs) are growing rapidly. Serious savers are embracing their immediate tax benefits and are learning of their even greater long-term value. The basics of HSAs are largely understood,...
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There’s a saying that “hindsight is 20/20” and the older one gets, the more often that phrase seems to be used! A young person doesn’t always have the information – or knowledge- to make the...
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There are innumerable articles encouraging individuals and families to “save more, spend less” and “save early, save often.” These are admirable goals, but these articles often fail to address how to prioritize your savings and...
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