Your business functions as a thriving ecosystem. However, what might surprise you is that roughly 80 percent of its value is derived from intangible assets, according to the Exit Planning Institute. These encompass human capital, customer capital, structural capital, and social capital. While each of these intangibles are critical components of your business valuation, human […]
Do I need a financial advisor, or should I do it myself? Perhaps your circumstances have changed, and you keep asking yourself this question. While arguments can be made for both sides, choosing to work with a financial advisor can help you map out your financial future with the goal of achieving independence and empowerment. […]
For many of us, we are accustomed to setting well-defined goals in our professional lives and measuring progress toward their completion. But when it comes to setting personal goals, this can be a daunting task for many, especially executives and business owners who balance very busy schedules. Without understanding the true motivation behind our personal […]
This article was originally published in Hartford Business Journal’s Ask the Expert and features Charles (Chip) Olson, Partner & Managing Advisor at Connecticut Wealth Management (CTWM). What is the significance of a trust? For many, the significance of a trust is to plan out their legacy, but it is also a tax planning vehicle and can be […]
As an investment class, cash has been an asset of stability. That was until we saw the collapse of Silicon Valley Bank (SVB). This has individual savers and business owners turning their attention to cash, and how safe it is. Connecticut Wealth Management’s (CTWM) Kevin Leahy, President and CEO, and Jessica Dodge, address some of […]
Studies show that women are still behind when it comes to planning for their retirement as a result of saving less, accumulating less wealth, and having fewer investments. This Women’s History Month, Megan Trask sat down with Fox61 to share financial wellness tips that women can use to build their personal wealth and lessen this […]
In a recent interview with WFSB – Channel 3 Eyewitness News, Jessica Dodge discussed how you can take control of your financial plan. While setting goals inside of your business and personal lives may seem separate, the two are very intertwined. This is why addressing both at the same time is so critical for business […]
With 2022 wrapping up, you might be asking yourself what preparations you should make before the New Year. In this interview with Fox61, Denis Horrigan shares a few tips on the areas you should focus on to help ensure you remain on track financially in 2023 with regard to goal setting, tax strategies saving for […]
As we approach the end of the year, you might be wondering what you can do now to help get your finances in order. In this interview with Great Day Connecticut on WFSB TV, Megan Trask shares insight on how a financial plan can help you to prioritize your spending, and the importance of contributing […]
In this interview with Fox61, Denis Horrigan shares insight on the measures you can take to minimize the impact of inflation and what you can do to stay on track for retirement. Watch the full interview.