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

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Michael Nobile

(860) 659-5977

 
Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

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

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

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Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

The ABCs of Zero Coupon Bonds

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Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Surprises

Making the most of surprises is a great reason to work with us.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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