The Life Planning Retirement Group

09/01/2026

Changed jobs recently? That old 401k didn't come with you. You've got five common options for handling it — and the right one depends on your situation. This guide breaks them down. Ready to make a confident decision? Review your options, compare the pros and cons, and have a conversation with us before moving your old 401(k). Contact us at 860-343-1777.

Compare 5 options for an old employer retirement plan.

08/26/2026

Take the vacation you planned & plan to stay safe.

08/19/2026

Take the trip of your dreams & stay safe. Here's how.

08/12/2026

Get ahead of the risk, so you can enjoy your trip more.

08/11/2026

One detail from Q2 that didn’t make many headlines: the rally broadened out. For most of the bull market, a handful of tech names did the heavy lifting. Last quarter, gains spread across more of the market—a reminder that diversification may not be the exciting story, but it is worth revisiting. Read my Q2 recap, then reply or call us at 860-343-1777 to talk through what these shifts could mean for your portfolio.

Here's why we're not getting carried away

08/05/2026

Discover clever ways to protect yourself on any trip.

08/04/2026

Quick gut check: after a big market rebound, do you feel more like buying, selling, or doing nothing? There's no wrong answer — but the reason behind your answer matters. My Q2 update digs into exactly that. Give it a read and tell me where you land. Contact Gary Szewczyk at 860-343-1777 to schedule a quick call.

Here's what savvy investors should know

08/03/2026

Pest control. Self-storage. Plumbing. HVAC. Not the businesses anyone celebrates — but the numbers behind them tell a more interesting story than you'd expect.

Traditional industries quietly outlast startups

07/30/2026

Many retirement conversations start with the same question. Do I have enough? That is a great question. It is just not the only one. A modern retirement can stretch 20 or 30 years, which means time, energy, purpose, and how you want to spend your days are part of the plan too. The numbers matter. The life behind the numbers matters just as much. We are here to help you think through what comes next and build a plan that fits your life. Give us a call at 860-343-1777.

Explore the next chapter you get to author.

07/28/2026

Q1 was a reminder not to panic. Q2 is a reminder not to get carried away. Same message, either way: markets rise, markets fall, and a long-term plan is built for both. My Q2 update is out: the rebound, the risks, and what I'm keeping an eye on. If this update raises questions about your own plan, let’s start a conversation—schedule a quick call to see how your strategy is positioned for both rallies and pullbacks. Call 860-343-1777.

But the story's not over. What's next?