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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/.

Helpful Content

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Protecting Those Who Matter Most

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

Retirement Plan Distributions

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

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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Can Election Results Predict the Market?

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Investments

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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