Finances can be confusing, and if you’re like most people, you probably have questions about the decisions you’re making and how they’ll benefit you in the long term. Or maybe you aren't quite sure what the right questions are to ask. Take a look through these questions pulled from our "All-Set To Retire" Workshop, and call our office at (860) 899-1280 to discuss your financial fitness with one of our registered Advisors!
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Why should I have a Power of Attorney? How do they work and what are the hidden risks?
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Should I worry about paying for Long Term Care? Can’t I just gift assets to my kids like my parents did?
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How will the new Trump tax bill affect us?
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Do we still get to write off CT income taxes and property taxes?
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Is there good debt and bad debt?
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How can I protect myself from identity theft?
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How much life insurance is enough?
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How do we decide between saving for retirement, saving for college and just paying bills?
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I have a pension at work, what are the decisions I have to make at retirement?
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Everyone tells me to collect Social Security as soon as I stop working, is that the right thing to do?
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Can converting to ROTH IRAs benefit us at retirement? What’s the difference between a ROTH and traditional IRA?
