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Retirement in Connecticut carries its own character. Property taxes shift retirement financial planner services town by town, healthcare access is excellent but expensive, and many households straddle two worlds: children still in the Northeast, winters in Florida. The numbers on a statement don’t tell the whole story. The decisions that matter a…[Read more]

Connecticut employers don’t lack for retirement plan options. What they lack, often, is clarity. Tax credits, auto-enrollment rules, SECURE 2.0 enhancements, and the state’s MyCTSavings program have changed the ground professional retirement planning advisor underfoot. Add in fiduciary liability, fee benchmarking, cybersecurity expectations, and…[Read more]