Get Ready For Retirement and Don’t Forget To Have Some Fun In Your Forties

Jay L. Gershman, Retirement Visions LLC, West Hartford

All summer long we’ve been highlighting different decades of life to give readers a glimpse into what their financial focuses should be based on their age. In this week’s column, we’re talking life and money for readers in their forties, a transitional decade and one of the most crucial. To help me, I’d like to introduce Retirement Visions Financial Advisor and our resident 40-something, Dave Sutkaitis. Here is Dave:

Your Health

Read More

Records Are Made to Be Broken

We’ve all heard it said: “Records are made to be broken.” We celebrate recordbreaking
winning streaks from our favorite teams. Conversely, we hope to avoid a long
string of losses.

The bull market that began in 2009 is not the best performing since WWII. That title still resides with the long-running
bull market of the 1990s. But it is the longest running since WWII (St. Louis Federal Reserve, Yahoo Finance, LPL
Research—as measured by the S&P 500 Index).

Read More

5 Ways to Avoid the Time and Expense of Probate

Probate can be a very expensive and time-consuming process. Learn how you can avoid probate with these five tips.

Sure, death is inevitable. But what most of us don’t think about is that when the time comes, your “stuff,” including your financial assets, generally lives on. It is still essentially yours until it is legally transferred to another person or entity. That transfer of assets can occur in any number of ways, but often includes a process known as probate.

Read More
Subscribe to Retirement Visions LLC