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From Ambition to Action: Uncovering the Motivation Behind Personal Goals

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 […]

What Legacy Will You Leave Behind for Your Family?

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 […]

Cash: Working For, or Against, Your Business?

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 […]

What Women can do to Build Wealth and Make Investments

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 […]

Keeping Track of Your Financial Plan

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 […]

Financial Plans & Actions to Take as the Year Ends

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 […]

Wrapping up National Financial Planning Month

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 […]

Does Inflation Need to Impact My Lifestyle?

Right now, everyone is feeling the impact of high inflation rates. And despite the concerning headlines in the news, history has shown us that higher inflation rates should eventually lead to higher returns in the stock and bond market, especially for those who remain steadfast in a long-term investment approach. It is just a matter […]

It’s Lonely at the Top: Solving for the Unknown as a Business Owner

What is the biggest challenge business owners face? One of the biggest challenges I’ve seen in my 10+ years of working with business owners and entrepreneurs, is the isolation that comes with owning and operating your own business. This is a sentiment that is felt across businesses at any stage in their evolution. Typically, business […]