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      We’re dedicated to your financial well-being and to helping you achieve your financial goals.

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  • What We Offer
    • Investing for Your Future

      Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

    • Minimizing Taxes

      Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.

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      A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.

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      We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.

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April 3, 2018

Standard and Itemized Deductions

April 3, 2018

The Standard Deduction and Itemized Deductions After Tax Reform The Tax Cut and Jobs Act substantially increased the standard deduction amounts for 2018 to 2025.

Retirement Income Goal Setting

April 3, 2018

Four Points to Consider When Setting a Retirement Income Goal No matter what your age or stage of life, targeting a goal for monthly retirement

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Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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