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Tips to Get Your Taxes Done

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.

Advice to Lead a Happy Life After a Gray Divorce

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, […]

CTWM’s Recipe for Talent Retention and Attraction

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.

5 Ways to Help Maximize Your Bonus Potential

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 […]

Financial Goal Setting Tips

Emily Wood, CFP®, and Elizabeth DeBassio, CPA/PFS, stress the importance of setting financial goals and offer insight into how you can set SMART goals and stay accountable to them. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment […]

Your Top 2022 Financial To-Do’s for Every Season

However you celebrated the start of 2022, and you most likely created a list of resolutions for the New Year. But did you take a moment to reflect on your financial wellness? Financial planning is a complex and ongoing process and is something that you will need the help of an experienced financial advisor to […]