By Roberta L Nestor It’s hard to believe that 529 College Savings plans have been available for 25 years.  That longevity has led to multiple changes from the original IRS Code (which is what the 529 ...

By Roberta L Nestor For Connecticut residents,“Tax Freedom Day” has come and gone.  That is the date each year that represents when we have worked enough to fully pay all our federal and state income ...

By Roberta L. Nestor We count on our Mom’s for so many things in life.  Think of all the sacrifices, time and love she has given over the years.  Moms truly are amazing people.  One of the greatest gi ...

Presented by Roberta L. Nestor From the moment you decide to sell to the day you hand over the keys, selling a home is often unpredictable and time consuming. By being as prepared as possible, you can ...

Presented by Roberta L. Nestor With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that relevant tax deadlines are met.  But in all the hu ...

Everyone dreams of retirement in different ways.  Some of us dream of relocating down South where the weather is warmer and the expenses are lower.  Others envision staying close to family members.  W ...

By Roberta L. Nestor In years past, New Year’s resolutions have primarily revolved around our health.  Whether that means increasing your fitness, weight loss or adding more meditation – resolutions t ...

By Roberta L Nestor Gifting in its traditional sense rarely has strings attached.  When you purchase something for someone, and they don’t like the gift because it is the wrong size, color or brand, t ...

By Roberta L. Nestor For 8 of the last 10 years, I have written the praises for our caregivers in recognition of National Caregivers Month.  This year, I am at a loss for words that could possibly exp ...

By Roberta L Nestor “Disruption” seems to be another new phrase for 2020.  Did any of us plan for our lives to be this disrupted for such a long period of time?  We understand that each of us are all ...

By Roberta L. Nestor While it may appear that everything is different and the entire world has changed, some things will always remain the same, especially when it comes to basic savings and investmen ...

By Roberta L Nestor With summertime comes summer reading, but this year, summer reading does not have to be about reading books.  In 2019, there were 600 million blogs worldwide in a world of 1.7 bill ...

By Roberta L Nestor Everything looks a little different these days.  And, while we are adjusting to the new normal in our everyday life, we might find ourselves adjusting to a new way to consider inve ...

By Roberta L. Nestor It happens! Most people have had several financial advisor relationships over their investment lifetime. It makes sense. As investors we have different stages and financial needs ...

Presented by Roberta L. Nestor As we made our way through 2019, signs of softening economic conditions became increasingly apparent, even while consumer confidence remained high and job growth came in ...

By Roberta L. Nestor Establishing credit is easy.  Establishing good credit is not, especially for a young adult.  Building credit is necessary if you want to take out a loan for a car, house, or even ...

By Roberta L. Nestor Each year our President signs a proclamation declaring November as National Family Caregivers Month.  This year’s proclamation begins with:  “Selfless Americans across our country ...

By Roberta L Nestor What is it about the markets in October that make investors jittery?  Despite recent years of having somewhat mild October markets, investors still show hesitation at this time of ...

By Roberta L Nestor For those entering their senior year in high school there will be many things on your “to-do” list.  If you are college bound, your list will also include finding the best way to p ...

By Roberta L. Nestor A student’s senior year in high school will come with many social and academic challenges.  However, nothing is more difficult than the college application and financial aid proce ...