Resources
Learn Before You Decide
Guides, webinars, videos, and articles on tax-smart retirement planning — written for people who've already done the saving.
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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.
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Retire Smarter
How to Keep More of What You’ve Earned and Turn It Into Income for Life
Brian’s class for people approaching or already in retirement. It’s on demand, so it starts as soon as you register.
Register & Watch (opens in a new tab)What the class covers
- Managing your lifetime tax bill in retirement, not just this year’s
- Seven common mistakes in the years around retirement, and what to do instead
- How to structure withdrawals from your savings
- The tax shift that can follow the death of a spouse, and how to plan for it
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Video Library
19 videos on retirement planning, tax strategy, and investing.
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From the Blog
Medicare IRMAA for Connecticut Retirees: 2026 Guide
What is Medicare IRMAA? A plain-English look at the 2026 income tiers, the two-year lookback, and life-changing-event requests for Connecticut retirees.
Read MoreRisk 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.
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Areas We Serve
We work with clients across 72 Connecticut towns from our Milford and West Hartford offices.
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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.