Blog
Remembering Chrissy Mancino
Christine “Chrissy” Mancino, 1965-2025 We at Help to Retire are heartbroken to announce the passing of our colleague and friend Chrissy. Christine Marie “Chrissy” Mancino, 59, of East Windsor, formerly of Windsor Locks, passed away unexpectedly on Tuesday, August 19,…
SECURE Act 2.0 Pending in Congress
SECURE Act 2019 was Congress playing “The Grinch” – for ‘The Sequel’ is Congress now trying to play Santa Claus? In movies, the sequel is rarely better than the original, and even the original movie is never quite as good as the book, right? Well, in this case…
The Importance of Proper Planning for a Physically Ill Spouse or Loved One
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every…
Is Now the Time to Give Yourself a 401(k) Loan?
In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a…
The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional – read…
Navigating a Financial Crisis
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some time thinking about this and have…
Investing in the Wake of COVID-19
Intro By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In fact, there’s a good chance that you lost a good chunk of change during the rapid sell-offs in early-mid…
CARE Act Update: You May Be Eligible for Unemployment If Your Daycare Is Closed
No day care available for your children? Are you caring for an ill family member? Are either situations preventing you from going back to work? You may be eligible for additional unemployment benefits through the “Care Act.” Richard Pelletier was recently on the Jim…
Pay Yourself First – The Holy Grail of Personal Finance
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected. Once the…
What are the benefits of Diversifying my Investments?
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the moral holds true. Markets go up and down through economic change, business cycles, and a wide variety of…
Looking to learn more?
Get in touch today!