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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In my previous blog, I shared some of the virtual activities that have brightened my day since Covid began, including several offerings through Coursera, an online library of courses from universities and companies. In one...
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Congratulations! Mazel Tov! Your son or daughter is getting married. Your family is growing. Hopefully, with the help of your financial advisor, you have already been planning for the big day. A lot has changed...
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“This year, I’m going to get organized!” As New Year’s resolutions go, getting organized ranks third, right after losing weight and exercising more. There is no shortage of books, articles, kits, software, and consultants to...
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I just celebrated a milestone birthday. I can no longer check the 50-59 box on surveys and forms. That’s right the big 6-0. Honestly, I had some trouble embracing this birthday. Keith Richards said, “No...
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Parents want to teach their children skills that create independence through decision making. But financial literacy in current affluent households has become a more elusive lesson than it was in previous generations. The need for...
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With college costs rising at an average annual rate of 5.7% (since 1983 according to J.P. Morgan), the best advice on college savings is to save early and save as much as you can. But...
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529 College Savings Plans were originally designed as investment accounts to save for a beneficiary’s future higher education costs. Prior to the new tax bill, withdrawals from a 529 would only be qualified (tax-free earnings...
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Look just about anywhere today, and you’ll find someone wearing a Fitbit, or some device that tracks steps, sleep and pulse rate. This is all part of a trend towards raising consciousness around our health...
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Do you remember family stories about your great grandparents’ arrival in the US at age 18 with little money, few skills, and only hope and ambition carrying them to the “land of opportunity?” Over time,...
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