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124 Hebron Avenue
Suite 3B-1
Glastonbury, CT 06033

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Michael Nobile

(860) 659-5977

 
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Integrate. Expand. Meet Client Demand.


Delivering holistic, personalized strategies is what today’s clients expect. Your tax guidance impacts a client’s overall, long-term financial strategy, and—together with our CPA2—we can help position your firm to deliver a higher caliber of client care by expanding and integrating independent, professional wealth management into your suite of services.

In CPA2, you gain a turnkey, comprehensive wealth management services program that can add value to your service and differentiate your offerings from competitors for:

  • Stronger client relationships.
  • More dynamic business model.
  • Exciting income potential.

Align your firm with CPA2 — Co-Source Practical Alliance

Helpful Content

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

 

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

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Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Medicare Advantage 101

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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Compare different mortgage term lengths side by side to find the option that fits your budget.

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Retirement Redefined

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Have you found yourself suddenly single? Here are 3 steps to take right now.

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With alternative investments, it’s critical to sort through the complexity.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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