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 winding down of the pandemic has brought a flurry of wedding activity. Aside from determining living arrangements, newlyweds often start contemplating the merger of their financial lives following all the wedding festivities. In my...
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The education savings vehicle that keeps getting better! With today’s average cost of a 4-year college education running at $101,210 for a public college and $230,290 for a private college and increasing at 5% per...
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As a young professional, you may think that you don’t need an estate plan. After all, you’re likely young and healthy, and you may not have a lot of assets. For most people, the word...
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While death is inevitable, we are rarely prepared for the grief and sense of loss we experience when a loved one dies. While trying to process the death emotionally, we can be overwhelmed by the...
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Several times a year, after months of intensive study, a determined group of budding financial planners “sit” for the day-long exam to become a CERTIFIED FINANCIAL PLANNER™. It is a tense day and the culmination...
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An eventful second quarter. In May, First Republic, a well-regarded mid-sized bank, experienced a rapid decline in deposits, forcing the FDIC to merge it into JPMorgan Chase. In early June, Congress avoided the U.S. defaulting...
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As you enter and navigate the world of adulthood, there’s a lot to learn about and keep track of when it comes to your finances. One of the most important things is how to manage...
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With ever-increasing technology capabilities and automation, you might wonder what this means for the financial advisory business. Will ChatGPT be able to take the place of a human advisor? The reasons ChatGPT will not replace...
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What is a credit score? Why is it important? Your credit score is a three-digit number (generally between 300-850) that lenders use to assess your creditworthiness. It’s based on a variety of factors, including your...
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