5 Star Wealth Managers You Need to Know

I was honored to be chosen for the Five Star Wealth Manager Award recognized for service to clients!

Look for “Wealth Managers You Need to Know” in:

Your May subscriber issues of ”Forbes, Fortune, Money and Entrepreneur” Magazines

We are happy to announce that Andrew was selected as a Five Star Wealth Manager for 2015. Our clients were an important factor in the research criteria with areas including retention and client satisfaction. Your loyalty and trust are very important to Andrew, so it meant a lot to qualify for this award.

Only a very limited group of all the Wealth Managers in Connecticut qualified and were chosen based on their commitment and service to clients.

We are honored for Andrew to have been selected for this award and grateful for your business.

If you would like to receive copies of Andrew’s appearance as one of these recipients that appeared in subscriber copies of Forbes, Fortune, Money and Entrepreneur Magazines, please contact our office.

We will continue to work at meeting the goals of our clients and thank each and every one of you for your continued trust and confidence.

Click the image below to view Andrew’s full biography with Five Star Professional!

 

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Radio Webcast – “Money For Lunch”

This past Wednesday, March 16, Andrew had the honor of being a featured guest of the internet radio webcast, “Money For Lunch,” hosted by Bert Martinez. Listen to the webcast by clicking here and for more information on Bert Martinez and the “Money For Lunch” radio show.

Please make sure to check back on the website, our facebook page or Linkedin for upcoming radio appearances!

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Radio Webcast – “The Money Answers Show”

This past Monday, February 22nd, Andrew had the honor of being the featured guest of the nationally syndicated internet radio show, “The Money Answers Show” hosted by Jordan Goodman. Listen and visit the website for Voice America here for more information on Jordan Goodman, Voice America and “The Money Answers Show”.

Please make sure to check back on the website, our facebook page or Linkedin for upcoming radio appearances!

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Financial Goals are like Dieting

We all work hard to keep our personal resolutions through the start of a new year. What we often overlook is how we should extend those goals to financial and, specifically, retirement planning as well. Richard Barrington of Get Rich Slowly, has some great ideas for helping you get in shape fiscally in 2016.

“Dieting is not a popular topic around the holiday season; but perhaps with caloric temptations everywhere you turn, this is the best time to be thinking about it. Similarly, the holidays are a time of year when people tend to let themselves go financially, so a reminder about financial discipline might also be timely. After all, working toward financial goals is like dieting.

I recently wrote about things that help me worry less about money, and one reader commented that what she finds comforting is being able to measure progress. That’s a very good point, and it started me down the road to thinking about how working toward financial goals is a lot like dieting…”

Click here to read the full article!

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Is it time for your Financial Checkup?

Every year, you get poked and prodded by your doctor to ensure you’re in good health. You should take similar care of your financial well-being with an annual checkup of essentials, such as your credit situation, retirement savings and life insurance.

No needles or latex gloves are involved. You just need to review your finances, perhaps with an advisor.

It’s not about beating yourself up over what you did wrong, but considering how to set things right, says Patricia Jennerjohn, managing partner at Focused Finances in Oakland, California. “If you make small corrections right away, you’re not going to drive off the cliff.”

Click here to learn about the nine key elements of your annual checkup.

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