Resources
Learn Before You Decide
Guides, videos, and articles on tax-smart retirement planning — written for people who've already done the saving.
Start Here
Tax-Efficient Retirement Income Strategies
A plain-language walkthrough of what a tax-efficient retirement income strategy is, why it matters, and the questions to work through before you start drawing income.
Get the GuideWatch
Video Library
19 videos on retirement planning, tax strategy, and investing.
Read
From the Blog
Risk Planning for Pre-Retirees & Retirees (50+): A Comprehensive Guide
Risk planning for pre-retirees and retirees age 50 and older means identifying, measuring, and strategically managing the financial threats most likely to erode retirement security — including longevity risk, sequence-of-returns risk, inflation, healthcare costs, and income disruption.
Read MoreInvestment Management for Pre-Retirees & Retirees (50+)
Investment management for pre-retirees and retirees aged 50 and older is fundamentally different from accumulation-phase investing.
Read MoreHow Much Money Do You Need to Retire in Connecticut?
Most Connecticut residents approaching retirement will need approximately $1.2 million to $2.5 million in savings to retire comfortably at age 65 — depending on their lifestyle, location within the state, and anticipated expenses.
Read More
Local
Areas We Serve
We work with clients across 72 Connecticut towns from our Milford and West Hartford offices.
Get Started
Let's Talk About Your Retirement
A conversation costs nothing, and there's no obligation. We'll learn about your situation and tell you honestly whether we can help.