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Your go-to financial planning and wealth management resource, whether you're just getting started or well on your way to a financially secure future.

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Wealth Management  |  financial planning  |  money

Master Your Money, Defeat Your Money Demons

When you think of the word “demons,” what comes to mind?

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Charitable Giving  |  Connecticut Wealth Management  |  Legacy Planning  |  Wealth Management  |  charitable giving  |  financial planning  |  legacy planning  |  money

Money Doesn't Equal Happiness?

Today's culture tells us we need a lot of money to live a happy and successful life.  Sure, having enough money to meet our basic needs increases happiness, but more money won’t turn an unhappy life into a happy one. Consider that the United States is nearly three times as rich today as it was in 1970, but according to most surveys, Americans were just as happy then as they are now.

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