14-16 Masons Island Road, Suite 2A
Mystic,
Newsletters
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.