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72 Queen Street Southington, CT 06489

TEL.800-530-9896

FAX.860-329-0304

TRANSITIONING TO OR MAINTAINING A SUCCESSFUL RETIREMENT HELPING BUSINESSES TO MAXIMIZE THEIR 401-k & RETIREMENT PLAN FEEL EMPOWERED ABOUT YOUR FINANCIAL FUTURE SIMPLIFYING RETIREMENT PLAN SPONSOR REGULATORY OBLIGATIONS

Individual Retirement Solutions

Edu4Retirement, Inc. provides financial consulting and investment management services to individuals approaching retirement. We also help those already enjoying retirement to make their income last.

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The road to retirement is different for each one of us.  We have adopted the Fit-to-Retire® program that identifies five specific areas to help people plan and prepare for their retirement.

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Business Solutions

Edu4Retirement, Inc. helps businesses and organizations manager their 401(k) and retirement plans, implement fiduciary responsibilities and provide ongoing plan governance to help ensure that both employer and employee financial obligations and objectives are met.

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Wealth Management

At Edu4Retirement, Inc. we have a comprehensive program designed to teach people about retirement. There are various issues that confront each person as they make their solo journey. Wealth management is a descriptive term that is often used by financial advisors but, most times, has little substance behind it. At Edu4Retirement, Inc. we have a comprehensive program that provides a process for each phase of wealth management.

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For professional backgrounds of brokers and brokerage firms, as well as investment adviser firms and advisers, visit BrokerCheck at https://brokercheck.finra.org/.

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Errors and Omissions Insurance

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Is a Variable Annuity Right for Me?

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Saving for College

This calculator can help you estimate how much you should be saving for college.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Taxable vs. Tax-Deferred Savings

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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