Blog Archives

Your 2019 Financial To-Do List

Your 2019 Financial To-Do List Things you can do for your future as the year unfolds.                 Provided by William DeBille                     What financial, business, or life priorities do you need to address for 2019? Now is a good time to

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Posted in CIRS, Financial Education, Improve your life, Investments, Retirement, Taxes, Uncategorized

Wise Money Moves Young Women Can Make

Want a better financial future for yourself? Act now. Provided by William DeBille As a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when it comes to investing, saving,

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Posted in CIRS, Debt, Financial Education, Improve your life, Investments, Money Saving Tips, Taxes, Uncategorized, Women

How to Take Penalty-Free Retirement Early Withdrawals

72(t) Distributions Sometimes you can take penalty-free early withdrawals from retirement accounts. Provided by William DeBille, Connex Investment and Retirement Services Representative  Do you need to access your retirement money early? Maybe you just want to retire before you turn

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Posted in CIRS, Financial Education, Money Saving Tips, Retirement, Taxes

Tax Deductions Gone in 2018

Tax Deductions Gone in 2018 What standbys did tax reforms eliminate? Provided by William DeBille Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, all

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Posted in Taxes

What to Do When You’re Snowed In

This past weekend, Connecticut got blanketed with over 3 feet of snow thanks to the blizzard Nemo. So while we were stuck in our houses for a few days, we thought of some great ways to Unbank and prevent cabin

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Posted in Financial Education