Connecticut's Retirement & Investment Specialists

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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

More Newsletters →

January 07, 2009 @ 07:13 AM

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