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Financial Planning

529 Plans

Take Advantage of ‘529’ Day

May 2, 2023

529 Plans can be used to finance higher education expenses like tuition, fees, and room & board for post-secondary education. Happy 529 Day!

financial emergency plan

The Importance of Building a Financial Emergency Plan

March 7, 2023

A financial emergency plan ensures you have enough resources to take care of unexpected expenses, such as medical bills or home repairs. Although there is no one-size-fits-all plan, there are steps that can help you create a financial emergency plan.

financial planning for new parents

Financial Planning Issues for New Parents

June 2, 2022

Having a financial plan in place for your child is essential. It’s important to understand the potential financial planning issues for new parents that could

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Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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