May 14, 2021
The first few months of the Biden administration brought a lot of new legislation but many of our clients are paying close attention to the tax proposals that are on the table. Let’s take a look at the places where increased taxes could be coming and what it means for planning.
Read more and get additional financial...
Podcast Episode 199: How to Approach Today’s Housing Market
May 7, 2021
Real estate across the country has been pretty hot over the past year and we’ve gotten a lot of questions about how to approach the housing market. What should you do if you’re looking to buy, sell, or rent right now? And what’s the outlook in Connecticut? We’ll find out what Joel thinks and what he’s been...
May 7, 2021
Real estate across the country has been pretty hot over the past year and we’ve gotten a lot of questions about how to approach the housing market. What should you do if you’re looking to buy, sell, or rent right now? And what’s the outlook in Connecticut? We’ll find out what Joel thinks and what he’s been...
The Importance of Simplifying Your Estate
Apr 30, 2021
Joel and his family have been dealing with the loss of his father, which has been an emotional time for everyone. It’s also helped reinforce the importance of having an estate plan in order and why keeping things simple can really benefit the loved ones you leave behind.
Read more and get additional...
Apr 30, 2021
Joel and his family have been dealing with the loss of his father, which has been an emotional time for everyone. It’s also helped reinforce the importance of having an estate plan in order and why keeping things simple can really benefit the loved ones you leave behind.
Read more and get additional...
