The Life Planning Retirement Group

10/08/2026

Two people retire with nearly identical savings, spend about the same, and earn similar returns. One enjoys decades of security. The other faces hard choices much sooner. How does that happen? The answer has a name, and it is worth understanding well before you get there. Call 860-343-1777 for a complimentary, no-obligation, 15-minute discovery call to help protect your retirement.

Even if they saved the same amount.

10/08/2026

During Breast Cancer Awareness Month, The Life Planning Retirement Group stands with individuals and families affected by breast cancer. Our team is here to support you and your loved ones as you evaluate your financial priorities and help build a plan for the future. Contact us today at 860-343-1777 to start a thoughtful conversation about your financial future.

09/24/2026

The best plans aren’t made in crisis. They’re made over coffee, with time to think and people who care. If you’ve been meaning to talk to your parents about long-term care, this guide can help you start that conversation with confidence. Call 860-343-1777 to begin your long-term planning with confidence.

Thoughtful and proactive beats urgent and reactive.

09/22/2026

Approaching retirement with an old employer plan still on the books? What you do with it can affect your income, your taxes, and your long-term goals. Start here. Take the next step: Call us at 860-343-1777. Let's compare your options and choose the right path that supports your retirement goals.

A few minutes now could save questions later.

09/22/2026

Autumn reminds us that meaningful change happens gradually.
The same is often true of financial progress: consistent steps can move us closer to the future we envision.

What accomplishment are you proud of this year—and what goal
are you ready to work toward next? Let’s build a plan for your next step. Call 860-343-1777 for a complimentary discovery call and strategy session.

09/21/2026

Today is World Gratitude Day! Let’s take a moment to reflect on the positive things in our lives and show appreciation for the people around us. Practicing gratitude can support mental well-being, reduce stress, and help build stronger communities.

Take a moment today to share your gratitude and brighten someone’s day!

09/17/2026

Want to avoid family stress later? Start the conversation now. This guide gives you 5 smart ways to begin—and what to avoid. Call us at 860-343-1777 today to get personalized guidance before you start the conversation.

This guide helps you ask the right questions.

09/15/2026

Leave it, move it, or roll it over? If you've got an old 401k, 403b, or 457 plan sitting with a former employer, this guide walks you through five common paths. Take the next step: call us at 860-343-1777 to compare your options and choose the path that best supports your retirement goals.

Understand the pros and cons before making a move.

09/10/2026

Estate planning isn’t just paperwork. It’s a conversation that starts with care, not pressure. This guide can help. Start planning with care today. Call us at 860-343-1777 with any questions.

Would you know what to do or who decides what happens?

09/08/2026

An old employer retirement plan can be one of your largest assets. It can also be the easiest to ignore. Here are five options worth understanding before you decide what's next. Ready to take the next step? Compare your options, consider the fees and tax impacts, and speak with a qualified financial professional before making a decision about your old retirement plan. Contact me today at 860-343-1777 to start the conversation.

Discover your next step with this complimentary guide.