Retirement Planning Services

Proposed legislation to assist low-income Connecticut employees with retirement planning by creating a state-run retirement plan overlooks a fundamental point: An answer already exists. Connecticut's employers and employees already benefit from a highly...

Growing percentages of those nearing retirement age express a desire to work beyond age 65. Whether for financial reasons or because they want to stay challenged, they plan to continue drawing a paycheck. But the percentage of retirees who say they have...

The Fourth Annual M.J. Petretto Foundation Golf Classic will take place June 10 at the Clinton Country Club in Clinton, to benefit Make-A-Wish Connecticut as well as other local charities. The mission of Make-A-Wish is to grant the wishes of children with...

(Corrects that CRPC designation is available from College for Financial Planning, not the Certified Financial Planner Board of Standards) By Suzanne Barlyn NEW YORK, May 2 (Reuters) - Financial advisers may need to be more careful then ever when using...

By Suzanne Barlyn NEW YORK, May 2 (Reuters) - Financial advisers may need to be more careful then ever when using special "senior" credentials to market themselves to older Americans after the newest U.S. financial regulator took aim at those...

NEW YORK (Reuters) - Financial advisers may need to be more careful then ever when using special "senior" credentials to market themselves to older Americans after the newest U.S. financial regulator took aim at those designations, say compliance...

Most Americans are aware that they need to save for retirement. It is a topic that is easy to brush aside to a later date because although the subject is important, it may not seem urgent. But the longer you put off some basic retirement planning, the...

It's Money Smart Week, a collection of free financial literacy programs offered throughout the week, aimed at helping people deal with virtually every money issue imaginable: from how to get out of debt, to buying homes, paying for college, building a...

Local insurance office earns top designation Kentucky 1st Insurance recently received the 2012-2013 Pacesetter designation from Motorists Mutual Insurance Co. The Pacesetter designation recognizes Kentucky 1st Insurance’s professionalism and...

DuPage County Tips on saving Dozens of seminars on saving money will be held throughout the state and in DuPage County during the 12th annual Money Smart Week, sponsored by the Federal Reserve Bank of Chicago. It runs Saturday, April 20 through...

As couples near retirement age together they often joke about their hopes not to drive each other crazy. But there is some truth behind the jest. After decades of being married and having separate careers and sometimes different schedules, the reality...

Dear Liz: What would you suggest that someone do with $20,000 if the someone is closer to 40 than 30, single, with $100,000 of student loan debt and a $250,000 mortgage? My salary is around $100,000 a year. I have an emergency fund equal to six months...