14-16 Masons Island Road, Suite 2A
Mystic,
Newsletters
-
Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
-
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
-
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.