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 concept of home ownership seems to be entrenched in the psyche of Americans, and most people consider owning a home as one of the best ways to accumulate wealth. Moreover, for most Americans, housing...
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With the U.S. markets outperforming their international counterparts in eight of the last ten years, investors may wonder if they should be invested in foreign companies or may be tempted to abandon their international equity...
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What is the debt ceiling? The federal debt limit (ceiling) restricts the total amount of money that the Treasury Department can legally borrow at any point in time. Since the initial debt limit was set...
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A positive quarter despite many challenges Inflation, Federal Reserve monetary policy tightening, debt ceiling concerns, bank failures, the war in Ukraine, and now, the indictment of a former President does not sound like the backdrop...
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The goal of tax-efficient investing is simple: maximize the amount of investment return you keep by minimizing how much is lost to taxes, without jeopardizing the integrity of the portfolio. With a U.S. tax code...
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The rapid rise of interest rates over the last year has led some investors to focus on a yield-oriented investment strategy. The thinking is: I am conservative; I can live on income and never touch...
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Clients often ask us how to ensure that their assets are “safe”. The answer to this question lies in understanding the difference between FDIC insurance for bank accounts and SIPC protections for brokerage accounts. What...
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We seek instant gratification. Ask Alexa or Siri and we can answer any question or watch any movie. But our increased desire for quick solutions has made investing well much more difficult. None of our...
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Recently we have been receiving more calls from prospects indicating they are looking for a fee-only advisor. This is good news for us and great news for consumers, as it shows that the public is...
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