5 Tips to Get Started With the Business Transition Process

For business owners who are nearing retirement, a successful business transition plan is essential to preserving the value of the business and to your ability to Live Well the way you’ve always envisioned in retirement. Here are some tips to help you maximize the return on your business investment.
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Why You Need an Estate Plan Now (Even If You’re Young)

People often think of estate planning as something you do “when you’re older.” But the consequences of neglecting to write a will can be disastrous for your loved ones no matter what your age or how modest your means. Here's what you should right now.
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4 Things to Consider If You Want to Retire Early

More and more Americans are dreaming of retiring early. If you’re one of them, here are four essential questions to ask yourself to begin putting a strong and strategic plan for early retirement together.
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Even If You've Invested Well, Hybrid Retirement May Be The Answer

Investing well can mean you're able to retire a bit early, and that can open up new opportunities. But it can also pose some unexpected pitfalls. Here's how hybrid retirement may offer the best of both worlds. 
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Living Well, and Paying It Forward

Our calendars are full of fun charity events in our home region of northeast Connecticut. We're proud to participate and sponsor these events for these wonderful causes. If you're in the area, consider taking part, too!

• We had a great time at the Day Kimball Healthcare Golf Tournament on Sept. 9
   
• Northeast Opportunities for Wellness (NOW) Road Race, Sept. 18
   
• Quinebaug Valley Community College Foundation Golf Tournament, Sept. 21
   
• Pomfret Historical Society & Tyrone Farm present Five Connecticut Troubadours, October 22 

Happy Rosh Hashanah

Shana tova to all those who are celebrating!