Beyond the office!

When we are not in the office...

Take a glipse at what the members of our team enjoy doing when they are not working on your financial goals!

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Financial Literacy

An amusing and whimsical look at behavioral finance best practices for investors.

Howard

When not busy financial advising, Howard is an avid sailor. A family person, he enjoys spending time with his wife and son, who recently graduated from Columbia Law.

Howard

Proud parent of a Columbia Law graduate

Howard

Avid sailor.

Magda

When not working on your financial goals, Magda enjoys spending time on her boat surfing and wakeboarding, snowboarding with her husband and spending some family time with their 2 year old busy daughter.

Wakesurfing and wakeboarding

Wakesurfing and wakeboarding on CT lakes.

Wakeboarding

Wakeboarding on CT lakes.

Snowboarding

Snwoaboarding in France with her husband

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Justin

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