Blog
Sophisticated financial advice for sophisticated individuals
CT Economy posts positive growth
The Connecticut Business and Industry Association recently posted their Second Quarter 2025 Economic Report and most of the numbers look good. Highlights including the CT economy expanding by 4.6% in the second quarter and personal...
Read More
Connecticut Income & Estate Tax - Fast Facts
Fast facts - Here's a quick look at Connecticut's income and estate tax.
Read More
For Tax-free Income have you considered Connecticut Municipal Bonds?
Many people invest in municipal bonds for their predictable stream of income and tax benefits. If you purchase a Connecticut tax-exempt bond, your interest payments can be exempt from federal income tax and, if you are a Connecticut...
Read More
Retiring in Connecticut? Here’s how much the housing can cost
When it comes to retirement expenses, be aware of the big three: housing, transportation, and healthcare. Housing can be the single largest expense, accounting for a total of around one-third of all costs in retirement1. This is...
Read More
Connecticut 529 Tax deduction – How does it work? And is it worth it?
“When I went to college” – my kids love when I say that - I could work during the summer to pay the tuition. I was a lifeguard, sold shoes at a now defunct sporting goods store, and eventually enrolled in the National Guard for the...
Read MoreShow All
2025 Tax Brackets and Other Federal and State Tax Changes
Greetings and Happy New Year! Here are some of the major Federal and State income and estate tax changes for 2025. For more information, download our 2025 Financial Guide 2025 Financial Guide Federal Long-Term Capital Gains Tax Rates...
Read MoreMy Top 5 Financial New Year's Resolutions....and How to Stick to Them!
Happy New Year! The new year is the perfect time to take stock of your current financial health. In the first three months of the new year, I set up annual review calls with my clients. We discuss the past year and the year ahead. It's...
Read MoreUsing a Donor Advised Fund for Charitable Contributions
Donor advised funds (DAFs) are a great way to give to charity and if done correctly, can provide tax savings. Here's how it works: Donor Advised Fund BasicsA donor advised fund can be set up at most major investment companies or some...
Read More