Broker Check

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.

Learn More


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.

Learn More

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.

Learn More

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.

Learn More

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

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

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.

View all presentations arrow

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Cost of Procrastination

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

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow