By Bill Leavitt 2020 tax season is officially underway! Whether you’ve started filing your taxes or not, they’ve probably been in the back of your mind. And if you’re like most people, this process is something we’d rather avoid. We want to help you avoid any stress or wasted time as you file your 2019 […]

By Bill Leavitt After years and years of working and saving, the final countdown to retirement has begun. Days filled with sandy beaches, golf courses, or more time with family are just around the corner. Although this should fill you with excitement, you might be feeling panic at all that still needs to be done […]

By Bill Leavitt Ever worry about outliving your money in retirement? You’re not alone. In fact, it’s the number-one fear people have as they transition into retirement.1 And with good reason. With life expectancy on the rise, we are depending on policy-makers to step up and fix our “retirement epidemic.” But by the looks of […]

By Bill Leavitt There are a lot of things you don’t want to gamble with in life, like your retirement savings, how you raise your kids, or your health. Unfortunately, many Americans take one particular risk with their health, possibly without even realizing it, and that’s making a long-term care plan. (1) Since more than […]

By Bill Leavitt Retirement is one of the biggest financial transitions you’ll make in life. You go from earning income and growing your nest egg to depending on it and trying not to outlive it. And even though you’ve planned and saved for years, entering retirement is not a time to set autopilot. There are […]

By Bill Leavitt Have you ever calculated how much you’ve been paying into Social Security throughout your working years? You’ve been contributing to Social Security your whole life, right back to your first official paycheck. Between you and your employers, you’ve doled out 12.4% of your annual income. That’s a substantial amount, and one that […]

  It is our pleasure to invite you to join us for dinner at Il Palio Ristorante, accompanied by a financial presentation. There are two dates to choose from. Tuesday, September 17, 2019 at 6:30 pm -OR- Thursday, September 19, 2019 at 6:30 pm Il Palio Ristorante 5 Corporate Drive, Shelton, CT 06484 We will discuss […]

By Bill Leavitt Are you afraid of outliving your money in retirement? If you said yes, you’re not alone. Running out of money is the number-one fear people have as they transition into retirement. (1) With life expectancy on the rise, policymakers and employers understand they need to start helping retirees manage their money.  On […]

The U.S. stock markets had the worst day of the year last Monday, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors are understandably nervous. If you are worried about your retirement accounts, you’re not alone. But during stock market volatility, […]

Your life is a constant journey of moving from one milestone to the next, making decisions along the way that will hopefully get you to where you want to go in the future. But how do you know if what you are doing today will actually get you from point A to point B?  That’s […]