HELPFUL READING FOR INDIVIDUALS:
2012 Connecticut Partnership for Long Term Care Documents (1/27/12):
2012 Tax Reference Sheet (1/27/12) Click Here
Fidelity - Questions and Answers Concerning S&P Downgrade (8/11/11) Read More Addresses the recent downgrade and the impact to the market and investors
BLACKROCK - General Information (8/11/11) Information regarding market turns, impact of market timing, and moving to cash.
- Strategies for Recoveries: After a Bounce
- Strategies for Volatile Markets: Avoid Market Timing
- Cashing In
BLACKROCK - Weathering Uncertain Markets (8/11/11) Read More Outlines key strategies of long term investing, including information on past market cycles.
American Funds - Commentary on S&P downgrade Read More Factors contributing to the recent downgrade
Capital Research and Management Company: A message from Vice Chairman, Jim Rothenberg (8/8/11) Read More Provides insight on the current market conditions and emphasizes the importance of creating and maintaining an investment strategy.
2011 Tax Reference Sheet (3/8/11) Click Here
The Connecticut Partnership: Quarterly Update (2/9/11) Read More
"Introduction to disability income insurance", by Dan Munroe (8/11/10) "This is the first in a series of three-articles covering disability income insurance. In this article, we will discuss some initial considerations in determining whether an individual disability income insurance policy may be appropriate for you... Read More
Smart Money – Take Long Term Care
Most retirement planning is about means, not ends. It's about making sure that you have as many options as possible, not telling you how to spend your money. Read MoreNew Product Updates
- RH&A now offers individual dental insurance with Golden Rule insurance company. Dental Brochure