14-16 Masons Island Road, Suite 2A
Mystic,
Newsletters
-
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
-
HOT TOPIC: Trade Roundup: New Tariff Actions and Rates
This article explains newly implemented and upcoming tariffs and their potential economic impact.
-
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
-
Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.