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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 […]

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 […]