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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 […]

Tips on Financing and Budgeting Upcoming Wedding

It’s important for newly engaged couples to talk about money and finances before they get married. Denis Horrigan, CFP®, CEPA® talks with FOX61 and offers advice on the importance of communication before tying the knot. Watch the full interview.

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 […]

It’s About Running the Business with Intent

Hartford Business Journal Ask the Expert Feature with Kevin Leahy, President & CEO Owners of closely-held businesses do not often have access to the kinds of resources large, public entities do. This includes guidance from boards of directors and elite C-suite level professionals that would help in identifying business goals, creating plans, and providing accountability to those […]

Financial Clarity & Confidence

What does the financial road to recovery look like? Burt White, Managing Director, Investor & Investment Solutions, and Chief Investment Officer at LPL Financial continues to watch the stock market and economic response to the COVID-19 impact. During his discussion with Kevin C. Leahy, CPA, CFP® & Denis M. Horrigan, CFP®, CEPA® he provides clarity that may […]

COVID-19 and the Workplace

Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners and individuals in Connecticut & throughout the country. They interviewed Attorney William A. Ryan, of Ryan & Ryan, LLC, to help provide guidance to business owners about the changes made […]

COVID-19 Relief Bill: Understanding the Loans & Paycheck Protection Programs

Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners in Connecticut & throughout the country. They interviewed Jay Sattler, CPA, MST, Managing Partner at Blum Shapiro, to help break down the loans and paycheck protection programs that are available […]