Toomey Investment Management

10/06/2026

You’ve spent years saving for retirement. Have you planned how those savings will support your everyday life? 💼 🍀

At Toomey Investment Management in Wallingford, CT, we help individuals and families explore retirement income, healthcare and long-term care considerations, risk management, and wealth transfer goals.

Contact us to start a conversation.

10/01/2026

"Proud to Be Local 📍

There’s something special about fall in Connecticut—from cooler evenings and changing leaves to spending more time with family and enjoying the communities we call home.

At Toomey Investment Management, Wallingford isn't simply where our office is located. It's our community.

We're proud to help Connecticut individuals and families make thoughtful decisions about retirement, investments, wealth management, and the financial goals that matter most to them.

Because financial planning is personal—and having someone you can sit down with and talk to matters.

"

09/29/2026

Will your retirement plan hold up if life doesn’t go exactly as expected? Market changes, inflation, healthcare costs, and a longer retirement can all affect your income.

Our latest blog explains how stress-testing your plan can help you spot areas that may need attention.

Because reaching retirement is only part of the journey — maintaining financial security and clarity once you are there matters just as much.

09/22/2026

You've spent decades building your savings. But have you thought about what happens when it's time to start using that money?

Retirement brings a different set of questions:

• Where will your monthly income come from?
• When should you begin taking Social Security?
• Which accounts should you draw from first?
• How could taxes affect your retirement income?
• How much can you comfortably spend?

Accumulating wealth is only one part of retirement planning. Creating a strategy for turning those assets into income is just as important.

If retirement is getting closer, now may be the time to look beyond the number in your account and develop a plan for what comes next.

09/14/2026

401(k) vs. IRA: Where Should You Start? 💼

Planning for retirement starts with understanding your options.

A workplace 401(k) and an IRA can both play a role in your retirement savings. Which approach fits you depends on your employer’s plan, eligibility, investment choices, and financial goals.

Our blog explains the basics to help you ask informed questions and consider your next step.

Read more:
https://toomeyinvest.com/401k-vs-ira-which-is-better-for-long-term-growth/

Want help putting the pieces together? Contact Toomey Investment Management in Wallingford, CT, to discuss your retirement planning goals.

If you’re just starting your investing journey, you’ve probably heard about 401(k)s and IRAs. Both can help your money grow over time, but understanding how they work—and how decisions about them evolve later—can help you make more informed choices early on. For young professionals in Wallin...

09/03/2026

Fall Financial Check-In 🍂

September often feels like a fresh start. Vacations wind down, routines return, and suddenly the end of the year doesn’t seem so far away.

It’s also a good time to check in on your finances.

Are your retirement contributions on track? Have your goals or income changed this year? Are there financial decisions you’ve been putting off?

A few months remain before year-end, making now a great time to review where you stand and where you want to go.

📍 Toomey Investment Management is proud to help individuals and families throughout Wallingford and Connecticut plan for their financial futures.

09/01/2026

Comprehensive wealth management examines these issues together so that decisions in one area do not unintentionally undermine progress in another.

08/19/2026

At Toomey Investment Management, we help clients navigate these major life changes with a thoughtful, personalized approach.

🌳 An inheritance or settlement needs a plan.

08/12/2026

Every successful financial plan begins with a conversation.

Whether you're approaching retirement, already retired, or simply looking for a second opinion, we're here to help.

Contact Toomey Investment Management to schedule a complimentary consultation.

08/10/2026

Summer often provides a rare opportunity to slow down and reflect.

What are your goals for the next 5, 10, or 20 years?

A thoughtful financial strategy can help turn those goals into a plan.