Finance + Legal Services

Retirement Without Fear

Independent Fiduciary Advisor James Beyer Helps Investors Plan For Life’s Biggest Financial Transition Article by Eileen M. McNamara For many Americans, the final three to five years before retirement can feel like standing at the edge of a cliff — close enough to see what’s next, but uncertain about the landing. For Connecticut-based financial planner James T. Beyer, that stretch isn’t a danger zone. It’s a specialty. An independent fiduciary financial advisor with more than 14 years of...

Finance + Legal Services

Protecting What Matters Most

Independent Agent Coe Bancroft on the Value of Thoughtful Insurance Planning Article by Eileen M. McNamara | Photography by EB Taylor Photography Homes, cars, jewelry, health, even the ability to earn a living—modern life is filled with things worth protecting. Yet deciding what coverage is truly necessary can feel overwhelming. Coe Bancroft of State Farm Insurance in Glastonbury says the starting point is simpler than many people think: focus on the assets and income you couldn’t afford to...

Finance + Legal Services

Experts Espresso Corner

Cummings & Lockwood: Estate Planning for Executives, Justin Wolf, Update Your Landscape By Restoring Walkways and Patios Article by Justin Wolf, Cummings & Lockwood Cummings & Lockwood’s private clients attorneys understand that corporate executives have complex estate planning needs which change and evolve over the course of their careers and into retirement, requiring in-depth review and analysis and sophisticated solutions.   Corporate executives often structure their financial planning...

Finance + Legal Services

Finding Financial Confidence

Allegra Wealth Management Founder Jenny Bergeron Helps Clients Conquer Their Fear of Financial Planning Article by Eileen M. McNamara | Photography by Lynn Damon In an industry long shaped by sales targets and complex jargon, Jenny Bergeron is making investing feel natural. The founder and principal of Allegra Wealth Management, Jenny has built her practice around a simple idea: financial planning should help people live with more freedom and less fear. “Everybody worries about the same...