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Featured retirement planning, financial planning, and investing topics

Spring-Summer 2021 Newsletter

Spring-Summer 2021 Newsletter

Personal finance goals look a little different when you’re in your
20s and 30s. While your parents may be focused on managing
retirement and possibly caring for aging parents and your
younger siblings, and your grandparents focus is health and
preserving income, you might be navigating the challenges of
paying off student-loan debt, unemployment or establishing
yourself in a new career, buying a home, and having a family.

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5 Wealth Creation Strategies

5 Wealth Creation Strategies

This is the report we offer on our radio show, Your Money, Your Purpose to help you get on track for financial success and a secure retirement.

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Autumn 2020 Newsletter

Autumn 2020 Newsletter

After 20 years we’re packing up and saying goodbye to our Old Lyme and Woodbridge, Connecticut offices.

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Investor Awareness Guide

Investor Awareness Guide

Stop the vicious effects of the Investors' Dilemma and the lies that many professionals sell in order to see commissions slide from your pocket to theirs...

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IRA Charitable Rollovers

IRA Charitable Rollovers

This free guide will help walk you through what an IRA charitable rollover is and the steps you need to take in order to complete one.

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Family Inventory Workbook

Family Inventory Workbook

Organize your financial, health, and legal documents with the Family Inventory Workbook.

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Double the Impact of Your Retirement Account

Double the Impact of Your Retirement Account

Potentially double the value of your retirement account (i.e. an IRA, 401(k), 403(b), etc.)

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Which Type Of Life Insurance Is Right For

Which Type Of Life Insurance Is Right For

Insurance can be difficult to understand, but here are a few facts to make it easier.

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7 Things You Should Know About Beneficiaries

7 Things You Should Know About Beneficiaries

Learn simple do's and don'ts you may not have thought of.

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10 Questions to Ask Aging Parents

10 Questions to Ask Aging Parents

Important questions to ask your parents so you can prepare for the future.

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Life Insurance as a Retirement Planning Tool

Life Insurance as a Retirement Planning Tool

The benefits of building life insurance into a retirement strategy.

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Grats and Gruts

Grats and Gruts

Transfer assets to the next generation at a reduced gift tax value.

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Business Succession Transition Planning

Business Succession Transition Planning

If you own a business, death or disability can jeopardize a lifetime of hard work. See potential solutions for an orderly transfer of your company.

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Go for Your Dreams: Clear the 6 Most Daunting Hurdles

Go for Your Dreams: Clear the 6 Most Daunting Hurdles

Most people aren’t aware of the true wealth they have and the opportunities it brings.

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Document Retention Times Guideline

Document Retention Times Guideline

How long should you keep your records? Learn suggested retention periods for common records.

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5 Mistakes to Avoid When Giving to Charity

5 Mistakes to Avoid When Giving to Charity

Are you currently giving in the most efficient and beneficial way?

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Autumn 2018 Newsletter

Autumn 2018 Newsletter

Believe in the kind of life you want and go for it with all your heart.

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Winter 2018 Newsletter

Winter 2018 Newsletter

When the market is at an all-time high, fears of a looming stock market crash begin to take over the media. But what’s most important is...

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Rediscovering the American Dream

Rediscovering the American Dream

We’re committed to helping you achieve financial success, and in turn creating or revisiting your own American Dream...

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Save Taxes by Bunching Charitable Donations

Save Taxes by Bunching Charitable Donations

Several tax reforms in the December 2017 Tax Cuts and Jobs Act impact individual tax filers. Three of the most critical are:

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Awaken Your Dreams

Awaken Your Dreams

It takes courage to live your life. Not just to get up every day and go through the motions, but to truly live your life.

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The 3 Dimensions of Wealth

The 3 Dimensions of Wealth

Skillfully blending the three dimensions of your wealth--financial, personal, and social allows you to build a living legacy of your values, influence, and money so you...

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Spring & Summer 2019 Newsletter

Spring & Summer 2019 Newsletter

5 Financial Rules Every Woman Should Know

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Autumn 2019 Newsletter

Autumn 2019 Newsletter

The Best Advice About the Markets Right Now

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Spring/Summer 2020 Newsletter

Spring/Summer 2020 Newsletter

Investing with Friends Can be Costly

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Talk with a Hammond Iles Financial Advisor today.

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