Earlier this month, Connecticut Wealth Management (CTWM) launched its Business Owner Roundtable Series. The first event in this series focused on attracting and retaining employee talent and featured guest speaker Chris DiPentima, President and CEO of the CBIA. Denis Horrigan, Partner and co-founder of CTWM, moderated the discussion. Prominent business owners from several industries, including construction and […]
If you are caring for a loved one with autism or another intellectual and developmental disability, it can be overwhelming to navigate through fear and other emotions to create a plan that ensures your loved one is cared for and supported. Emily Wood, Partner and Chief Client Officer at Connecticut Wealth Management (CTWM) sat down […]
Kevin Leahy, CPA, CFP®, and Megan Trask, CFP®, discuss the reasons why the CTWM Investment Committee is considering private market investing and some of the risks and rewards that come with it. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be […]
Patrick Sullivan, CFP® spoke with FOX61 to offer some last-minute tips ahead of the April 18 tax filing deadline. The most important tip is to start planning for the next tax year now. Watch the full interview.
Emily Wood, CFP® spoke with WTNH News 8 about how women can plan for their financial futures and the steps to take. Watch the full interview.
Divorce is mentally exhausting and is a period when emotions are at an all-time high. While those going through a divorce may want it to be resolved as quickly as possible, it is something that should not be rushed since you will be living with the outcome for many years. “Once the papers are signed, […]
Emily Wood, CFP® spoke with FOX61 about how women can take control of their finances. A key takeaway is to get started by taking small incremental steps toward financial empowerment. Watch the full interview.
In the midst of the Great Resignation movement, talent retention and attraction are at the forefront of just about every organization. While great benefits and hybrid capabilities are still a necessity for organizations looking to hire today, even more critical to the “talent game” is company culture.
Have you recently received a bonus or are anticipating getting one in the coming months? Before you blindly spend your bonus, take a moment to reflect on how you can better utilize this supplemental income to support your short and long-term financial goals. To help you get the most out of your hard-earned money, our […]
The Real Vinnie Penn interviews Denis Horrigan, CFP®, CEPA® on the best ways to protect your personal finances before tying the knot this Valentine’s Day. Listen to the full interview.