Connecticut Retirement Planning: Active Management vs. Traditional Strategies
Like many Connecticut retirees, are you worried about how rising inflation, market volatility, and higher taxes will affect your financial security? With geopolitical issues, uncertainty over the U.S. presidential elections, and potential changes in economic and tax policies, anxiety about retirement savings is higher than ever. Many are rethinking their traditional “set it and forget it” investment strategy due to all the unpredictability. Traditional investment approaches may work when the stock market is going up, but they often lack the […]
Read More
Date: July 22, 2024
Retirement Amid 2024 Uncertainties: Planning Ahead with Confidence
2024 could be very challenging, with the potential for a recession during an election year. In other words, several uncertainties could increase market volatility. This uncertainty is compounded if you plan to retire in 2024 or recently retire. You may have a lot of questions or concerns about the future and what you can do to minimize certain risks: Should I retire in 2024? Have I saved enough for 30 years of retirement? How will market volatility affect my plans? […]
Read More
Date: September 25, 2023
Sole Survivor: How John’s Planning Supported Jill’s Retirement
Divorce is never easy, but it can be made easier—if you plan for it ahead of time. Believe it or not, you may still retire with confidence in Woodbridge. For example, let’s take a look at how a family working with their financial advisor got through a divorce without undue stress or hardship. We’ll also examine their situation before the split in order to see how they got through it afterward. This article discusses the following: How proactive planning can […]
Read More
Date: October 28, 2022
