December is the perfect time to review your budget and set your financial goals for the new year. For many Connecticut homeowners, one of the biggest opportunities for savings lies right in their mortgage. If you purchased...
Giving the Gift of Certainty: Updating Your Advance Directives and Power of Attorney
November 19, 2025
The holiday season is a time for family, warmth, and reflecting on what truly matters. We focus on giving thoughtful gifts and ensuring our loved ones are cared for. While you’re preparing for festive gatherings,...
Securing the Right Commercial Lease for Your Business
November 12, 2025
I recently joined a panel discussion hosted by the West Hartford Chamber of Commerce’s Business Resource Committee titled “Securing Your Space: Site Selection Secrets.” The panel, which included a commercial...
As autumn descends and the season of ghosts and ghouls arrives, many business owners are deep into transactions that promise future growth or a comfortable retirement. But in the world of mergers, acquisitions, and major...
Recently, I spoke with a local group about estate and financial planning. They came from various backgrounds and all had different financial circumstances, but a surprising number of the attendees were business owners. They...