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2019 Tax Season 1099 Consolidated Statements

To help you plan for the preparation of your income tax return, please find below the mailing schedule for your 1099 consolidated statements from LPL Financial.  LPL Financial mails 1099 consolidated statements in waves to account for various deadlines and income variations so that your tax information is timely, accurate and reliable. Wave Description 01/31 This […]

The Bridge Family Center

The Bridge Family Center celebrated 50 years of helping families at their annual Children’s Charity Ball Saturday, January 26, 2019. CTWM is proud to be a sponsor of this wonderful event.

The Demographic Storm

Location: The Pond House Cafe, 1555 Asylum Avenue, West Hartford, CT Our annual Outlook event took place on Wednesday, May 2, 2018, at the Pond House Café in West Hartford, CT. Our guest speaker was demographer Kenneth W. Gronbach. ABOUT OUR SPEAKER Kenneth W. Gronbach is president of KGC Direct, LLC and author of “The Age Curve: […]

The Future is Now

The Future is Now event took place on Monday, May 8, 2017. Our guest speaker was technology pioneer, author and journalist Michael Rogers. ABOUT OUR SPEAKER Michael has worked with organizations ranging from NBC Universal and FedEx to Boeing, GE, and the Department of Defense. He studied physics and creative writing at Stanford University and […]

Robots Versus Humans: Financial Advisers for the Digital Age

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advising can be made without any face-to-face contact. To some, this would sound ludicrous […]

8 Tips for Finding Balance Between Work and Life

It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week. Americans work an average of 34.4 hours a […]

Politics & Your Portfolio

Location: Pond House: West Hartford, Connecticut Our Outlook: Politics & Your Portfolio event took place on Thursday, May 19 from 5:30 – 7:30 pm at the Pond House in West Hartford, Connecticut. The 2016 Outlook panelists were Joseph Maietta from Mainstay, Alec Young from Oppenheimer, and Robert Almeida from MFS.