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Newsletters

Individual Retirement Solutions

Proposed Regulations under Section 2704 of the IRC - 10/11/2016

Individual Series - Retirement Risk, Introduction, Vol 1, No 1 - 04/14/2014

Individual Series - Retirement Risk, Defining Risk, Vol 1, No 2 - 04/29/2014

Individual Series – Retirement Risk, Risk Management Techniques, Vol 1, No 3 - 05/13/2014

Individual Series – Retirement Risk, Psychological Aspects of Retirement - Connectors, Vol 1, No 4 - 09/05/2014

Individual Series - Retirement Risk, Goals Approach to Retirement, Vol 1, No 5 - 01/19/2015

Individual Series - Retirement Risk, Behavior Economics, Vol 1, No 6 - 06/26/2015

Individual Series - Retirement Risk, Changes to Social Security, Vol 1, No 7 - 11/13/2015

Individual Series - Retirement Risk, Social Insurance - Medicare Changes for 2016, Vol 1, No 8 - 12/18/2015

Individual Series - Retirement Risk, Getting Creative with Your Long-Term-Care Alternatives, Vol 1, No 9 - 06/21/2017

Individual Series - Retirement Risk - CT Estate and Tax Law Changes, Vol 1, No 10 - 09/25/2018

Individual Series - Retirement Risk, Charitable Contributions, Vol 1, No 11 - 10/02/2018

Individual Series - Retirement Risk - Dividing Up Retirement Plan Assets in a Divorce - Vol 1, No 12 - 10/24/2018

Individual Series - Documents to Keep and for How Long - Introduction, Vol 8, No 1 - 06/05/2018

Individual Series - Documents to Keep and for How Long - Permanent Personal Records - Vol 8, No 2 - 06/13/2018

Individual Series - Documents to Keep and for How Long - Long Term Documents, Vol 8, No 3 -  06/19/2018

Individual Series - Documents to Keep and for How Long - Short Term Documents, Vol 8, No 4 - 06/25/2018

Individual Series - Documents to Keep and for How Long - Reference Files for Incapacitation - Vol 8, No 5 - 07/02/2018

Individual Series - Documents to Keep and for How Long - Title XIX Documents - Vol 8, No 6 - 07/09/2018

Individual Series - Documents to Keep and for How Long – Documents You Don’t Need to Keep - Vol 8, No 7 - 07/24/2018


Business Solutions

Plan Series – Fiduciary Duties and Fees, Vol 2, No 1 - 06/23/2014

Plan Series - Fiduciary Duties and Fees, Longevity Insurance in Defined Contribution Plans, Vol 2, No 2 - 01/12/2015

Plan Series – Mandatory Connecticut Withholding on Pensions 401k’s, IRA’s and Annuities, Vol 2, No 3 - 01/12/2015

Plan Series - New Design Concept for Those with Student Loans - Vol 2, No 4 - 11/28/2018

Cash Balance Plans - 01/01/2014


Elder Law Series

Elder Law Series - Introduction: A Thanksgiving Story - Vol 5, No 1 - 11/21/2016

Elder Law Series - Can Parents Pay Children for Care? - Vol 5, No 2 - 12/06/2016

Elder Law Series - A Wife's Classic Quote - Vol 5, No 3- 12/16/2016

Elder Law Series - Life Care Plan for the New Year - Vol 5, No 4 - 12/22/2016

Elder Law Series - Beneficiary Designations - Vol 5, No 5 - 01/11/2017

Elder Law Series - Common Medicaid Questions - Vol 5, No 6 - 01/31/2017

Elder Law Series - Common Medicaid Misperceptions - Vol 5, No 7 - 02/09/2017

Elder Law Series - How to Stay Out of the Nursing Home - Vol 5, No 8 - 02/27/2017

Elder Law Series - Probate: Some Facts - Vol 5, No 9 - 03/11/2017

Elder Law Series - A Mother's Day Card - Vol 5, No 10 - 05/3/2017

Elder Law Series - Kicking the Tires on Living Trust - Vol 5, No 11 - 06/13/2017


Psychological Series

Psychological Series, Fit-to-Retire, Introduction, Vol 4, No 1 - 09/26/2016

Psychological Series, Fit-to-Retire, Health and Nutrition, Vol 4, No 2 - 10/05/2016

Psychological Series, Fit-to-Retire, Self Identity, Vol 4, No 3 - 10/18/2016

Psychological Series, Fit-to-Retire, Personal Relationship, Vol 4, No 4 - 11/01/2016

Psychological Series, Fit-to-Retire, Social, Vol 4, No 5 - 11/11/2016

Psychological Series, Fit-to-Retire, Financial Awareness, Vol 4, No 6 - 11/16/2016

Psychological Series, Fit-to-Retire, Summary, Vol 4, No 7 - 11/23/2016


Wealth Management

Wealth Management Series - Introduction - Vol 3, No 1 - 03/26/2016

Wealth Management Series - Investments - Vol 3, No 2 - 05/03/2016

Wealth Management Series - Insurance Planning and Risk Management - Vol 3, No 3 - 05/09/2016

Wealth Management Series - Banking and Credit Management - Vol 3, No 4 - 05/16/2016

Wealth Management Series - Retirement Planning - Vol 3, No 5 - 05/23/2016

Wealth Management Series - Executive Compensation - Vol 3, No 6 - 05/31/2016

Wealth Management Series - Business Succession Planning - Vol 3, No 7 - 06/09/2016

Wealth Management Series - Planning for Incapacity - Vol 3, No 8 - 06/17/2016

Wealth Management Series - Education and Family Support - Vol 3, No 9 - 06/22/2016

Wealth Management Series - Charitable Giving - Vol 3, No 10 - 07/25/2016

Wealth Management Series - Titling and Beneficiary Designations - Vol 3, No 11 - 07/19/2016

Wealth Management Series - Executor and Trustee Selection - Vol 3, No 12 - 07/25/2016

Wealth Management Series - Distribution of the Estate - Vol 3, No 13 - 08/01/2016

Wealth Management Series - Tax Planning - Vol 3, No 14 - 08/09/2016

Wealth Management Series - Summary - Vol 3, No 15 - 08/18/2016


Insurance Series



Cyber Security Series













Personal Security Series
















Special Considerations

Protecting What You Have - Insurance - 1/24/2016

2019 COLA Limits - 11/8/2018

2018 COLA Limits - 11/3/2017

2017 COLA Limits - 11/3/2016

Rollover Rules for FINRA - 01/01/2014


The dated articles and commentaries presented here are available for historical and archival purposes only and do not represent the current market environment.  Dated commentaries should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. The information presented here is not intended to be a substitute for specific professional financial advice. Past performance cannot guarantee future results.