By Roberta L Nestor The timing of this information is probably not very good.  If you have a 401k plan, more than likely, you will not be in a hurry to open up your June 30th statement, or any investm ...

Presented by Roberta L. Nestor Getting Started It doesn’t take much to start capturing valuable memories—just a notepad, an audio recorder, or a video camera.  While you could write down all the answe ...

By Roberta L Nestor As investors, we are more concerned about headline news concerning the overall stock market than that of its vanilla like counterpart, the overall bond market.  Generally, investor ...

By Roberta L Nestor Why do leprechauns always ask their advisors for advice twice?  To be sure, to be sure.  That is the problem facing all investors today, we are not sure of anything.  For seasoned ...

By Roberta L. Nestor While the IRS tax tables have given married couples the option of filing Married or Married Filing Separately for decades and decades, the question comes up all the time.  What ar ...

By Roberta L. Nestor Is financial literacy an issue in this country?  Just about anyone will tell you, yes, it is a problem and, one that is easily identifiable.  The good news is that more programs a ...

Parents share so much with their children and other family members.  Whether it be a story about the past, a family heirloom, recipes passed down for generations or those special childhood memories - ...

By Roberta L Nestor One doesn’t have to go back very far into investment history to find out what can potentially happen to a portfolio when the markets turn negative.  Unfortunately, many of the less ...

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 ...