Fiduciam Financial - Connecticut

06/02/2026

Life insurance solutions can do more than provide income to loved ones. Learn how you can use life insurance to help you achieve some potentially unexpected financial goals.

Use life insurance to help support you throughout your lifetime and beyond.

06/01/2026

Join us for a Washington Update – Politics & Policy webinar on June 18 at 1 PM EDT.
Hear Scott Orr (Fidelity Investments) share nonpartisan insights on Congress, market impacts, and what to watch ahead of the midterm elections.

RSVP required:
📞 203.755.2222
📧 [email protected]

https://bit.ly/4u3Rukx

05/31/2026

Happy anniversary to Financial Planning Analyst Zack Brown! Your attention to detail and consistent support play an important role in serving our clients and strengthening our team. We truly appreciate your dedication and the care you bring to your work each day.

https://bit.ly/4o4UhsA

05/28/2026

A major Northern American trade deal will be renegotiated this summer, and its outcome could possibly have effects on domestic stocks in 2026 and beyond. Here’s what you need to know.

Breaking down the United States-Mexico-Canada Agreement.

05/25/2026

Remembering and honoring those who gave their lives in service to our nation.
In observance of Memorial Day, our office will be closed.

05/23/2026

Please join us in wishing a very happy birthday to Kimberly Saja, our Operations Director! Your leadership, vision, and commitment make a meaningful impact on our team and organization. Wishing you a wonderful year ahead!

https://bit.ly/4fIWKGC

05/21/2026

Health care costs in retirement can sneak up on you, but the good news is you can plan ahead. From Medicare to HSAs to long-term care insurance, there are strategies to help you. Here are a few to get started.

Know your options when it comes to managing this major expense in your retirement years.

05/19/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

05/18/2026

Join us for our webinar: Getting Your Financial House in Order: Simple Steps for Clarity and Confidence

During this session, we will:
· Highlight why financial organization is the foundation of financial wellness
· Share practical ways to organize key documents and accounts
· Walk through how to plan intentionally for the year ahead
· Discuss how to set meaningful, realistic financial goals

Email us at [email protected] or call 203.722.5555 to register!

https://bit.ly/4uiScLE

05/15/2026

Thank you to everyone who came out for Shred Day! We had a fantastic time-sharing coffee, donuts, and great conversations with all who stopped by to safely shred their sensitive documents with us today.