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    • 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.

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      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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Long-Term Care

Long term care

The Long-Term Care Crisis

January 3, 2023

Nearly one-third of all seniors live by themselves, according to the U.S. Census Bureau. That’s close to 14 million seniors aging alone. This suits some seniors just fine, however it’s vital for seniors living alone to interact with others. The potential for a long-term care crisis looms.

Long-term care

Time to Consider Long-Term Care

December 6, 2022

Most people don’t think about long-term care until they or a loved one needs it. Long-term care (LTC) is a type of care that includes

need for estate planning

The Need for Estate Planning

December 6, 2022

Estate Planning may seem intimidating, but it’s a necessary step in your financial planning process to protect your loved ones. Depending on the amount of

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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