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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2020: Low Probability Events Occasionally Occur The year began quietly in investment markets, extending a lengthy stretch of subdued volatility. That relative calm came to a dramatic end in late February when the extent of...
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Over the holiday weekend, we watched old family videos of the kids when they were young. Clips of us playing make-believe with Brandon, Alex, and later with Tori were wonderful reminders of the past. I...
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Investors don’t worry about all market fluctuations – just the type that reduces their portfolio values. No one seems shaken when the stock market shoots upward. But market volatility is price change, regardless of its...
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Updated for 2023 Gift giving to family members living far away can be a challenge. You may find yourself unsure of their needs, wants, sizes, etc. And, in this pandemic year, you may want to...
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2020 has been a challenging year. For those subject to retirement account required minimum distributions (RMDs), the challenges of tracking them will continue far past the arrival of a vaccine for Coronavirus. It helps to...
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It is hard to believe that we have been challenged by seven months of Covid-19 home quarantine. Each of us has had to adapt to this new way of working, interacting with friends and family,...
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An Update as We Approach the 2020 Election With less than a hundred days to the November elections, we are publishing an updated version of our blog from the start of this year. At that...
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Our 2020 summer intern, Phoebe Kurth, serves as guest author for this post. Phoebe is a recent graduate from St. Luke’s School in New Canaan and will be attending the Villanova School of Business in...
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