The Life Planning Retirement Group

07/21/2026

Q2 was a comeback quarter — all three major indexes posted their best three months in years. But a strong quarter isn't a reason to get overconfident, just like a weak one isn't a reason to panic. Intentional investors treat both the same: with a plan and a level head. Here's my five-minute recap of what happened and what I'm watching next. Questions? Call us at 860-343-1777.

What savvy investors are watching now

07/20/2026

Every town has them. The pest control truck. The storage facility off the highway. The plumbing contractor whose phone never stops ringing. Businesses no one writes about — but ones that quietly hold a lot of communities together.

Hint: it is probably down the street from you

07/16/2026

Retirement used to mean slowing down. Today it can mean part-time work, caregiving, consulting, travel, volunteering, or finally doing the thing you put off for decades. Rest is still part of it. Reinvention is too. The question is not just when you retire. It is what you want this chapter to actually feel like. Call us at 860-343-1777 to discuss your retirement goals and plan your next steps.

Retirement is becoming more personal.

07/13/2026

Some of America's most overlooked businesses are quietly outperforming the ones everyone talks about. Wrote a quick visual breakdown — worth a read.

Which "boring" business tops the charts?

07/09/2026

In 1950, U.S. life expectancy was about 68 years. Retirement was often a brief final chapter, not a 20 or 30 year life stage. The script most of us inherited was written for a very different time. If you are mapping out your own next chapter, the old playbook may not fit. If you have questions or would like to review your plan as your needs evolve, please contact us at 860-343-1777.

See how retirement has changed over 75 years.

07/04/2026

Happy Fourth of July!
Today, we’re reminded that independence is something worth planning for. Whether it’s retiring on your own terms, supporting family, or spending more time doing what matters most, financial independence starts with thoughtful decisions today. Wishing you and your loved ones a safe, joyful holiday!

06/23/2026

Your parents added you to the deed to avoid probate. Sounds simple. But that one decision may have cost you the step-up in cost basis — and created a capital gains tax bill on decades of appreciation. Estate planning isn't about doing one thing right. It's about making sure everything works together. To learn more contact us at 860-343-1777.

Intentions are great. Outcomes matter. Here's what to know.

06/21/2026

Dads are often the steady hand behind the plan—and the heart behind so many family goals. This Father’s Day, we celebrate the dads and father figures who lead with love, wisdom, and care. If protecting your family’s future is on your mind, we’re here to help. Call us at 860-343-1777.

06/16/2026

The biggest estate planning risk for many families isn't the estate tax — which affects less than 0.1% of people. It's the capital gains taxes, income tax acceleration, and coordination failures that come from making decisions one at a time without someone looking at the whole picture. To learn more contact us at 860-343-1777.

Adding a child to the deed? Read this.

06/09/2026

A family creates a trust. Signs the documents. Feels good about it. But they never retitle the house or the bank accounts into the trust's name. When it's time for the trust to do its job — it can't. Estate planning is a system, not a single document. To learn more contact us at 860-343-1777.

It's a system that needs to connect.