Broker Check

Around The Office - March 2018

| March 06, 2018
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Focus on Retirement Planning

Many of our clients’ largest assets sit within their company sponsored retirement plan.  These plans, whether they be a 401(k), 403(b) or a Simple/SEP IRA, often offer a matching component.  For example your employer could match the first 3% of salary that an employee contributes into the plan (pre-tax). Therefore if you put in $3.00 and the company matches that $3.00, you have a total of $6.00, or a 100% increase in the contribution!  As financial planners, there are not too many investments out there that can produce this type of return.  Outside of having an emergency fund and eliminating credit card debt, we highly recommend that our clients take advantage of company sponsored retirement plans and at minimum, attempt to contribute at least up to the match.

This March, we will be highlighting the importance of Retirement Planning and the resources our existing clients and friends have access to through our firm. In addition, all of our articles, blog posts, and events will be centered on this very important topic. If you, or someone you know, have not sat down recently to discuss a long term retirement plan, we encourage you to give the office a call to get you back on track today!

401(k) Grab ‘N’ Go

Stop by Colony Grill in downtown Fairfield on March 28th for our 401(k) Grab ‘N’ Go event. Bring copies of your retirement plan statements and grab a pizza to go at this informal event (on us!).

The firm will then review these documents, your investment choices, fees, and overall asset allocation to see if you are on track.  After we review, we will reach back out with any suggestions that we may have. We will be at Colony from 5:00pm to 7:00pm so feel free to stop by and drop of your documents or come with questions if you are just looking for a place to start your retirement planning.

Another Year, Another Success!

As we mentioned earlier in the year, the firm hosted our Fourth Annual Turkey Drive in November as we once again partnered with the Connecticut Food Bank to raise funds and awareness for the cause. Pictured below is some of the team with Michael Davidow, Corporate Development Manager of the Connecticut Food Bank, as we presented him with the drive’s proceeds.  We want to thank everyone again who supported the effort and look forward to doing it again next year!

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