Joseph Carollo, CPA, Financial Advisor

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This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calcula...
05/29/2026

This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calculating personal wealth? Swipe through this quiz to test your knowledge. You might even be surprised by what you learn!

If you have any specific questions or concerns about your financial picture, don’t hesitate to reach out. We’re here to be a resource for you.

May is here, bringing fresh possibilities and a reminder that great things rarely come from staying comfortable. In busi...
05/27/2026

May is here, bringing fresh possibilities and a reminder that great things rarely come from staying comfortable. In business and in life, the willingness to take chances separates those who grow from those who stay stuck.

This month's quote speaks to the heart of entrepreneurship and innovation: It's not about never failing, but it's about never letting fear keep you from trying. The most successful people aren't those who never stumble; they're the ones who keep moving forward anyway.

As May unfolds, we want to hear from you: What's one opportunity you're going to say "yes" to this month? Share in the comments below!

Life doesn't stay the same — and neither does your tax picture. If something major changed for you this year, it's worth...
05/26/2026

Life doesn't stay the same — and neither does your tax picture. If something major changed for you this year, it's worth taking a closer look now rather than waiting for tax season to bring the surprise. Swipe to see six common life events that could affect your taxes.

Have questions about how a recent change may affect your taxes? Give us a call. We're happy to help.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!Whether your graduat...
05/23/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

The financial needs of high-net-worth (HNW) individuals require more than general advice. Complex portfolios demand nich...
05/22/2026

The financial needs of high-net-worth (HNW) individuals require more than general advice. Complex portfolios demand niche expertise, careful strategy, and an advisor who understands the details that others may overlook.

That is the standard we hold ourselves to for every client we serve.

If you are looking for a thoughtful, tailored approach to managing your portfolio, we would welcome the opportunity to work with you. Connect with our team today to start the conversation.

May is filled with moments that remind us what determination, courage, and perseverance can accomplish. Here are a few h...
05/20/2026

May is filled with moments that remind us what determination, courage, and perseverance can accomplish. Here are a few historic milestones we are reflecting on this month:

🏅 May 1, 1915 - Olympic gold medalist Archie Williams was born in Oakland, California. He won the 400-meter race at the 1936 Berlin Olympics and later served as a pilot and instructor for the Tuskegee Airmen, leaving a legacy that extended far beyond the track.

🏇 May 17, 1875 - The first Kentucky Derby was held at Churchill Downs in Louisville, Kentucky, beginning a tradition that would grow into one of the most iconic events in American sports.

✈️ May 20, 1932 - Amelia Earhart became the first woman to fly solo across the Atlantic Ocean, completing her transatlantic journey and cementing her place as a trailblazer in aviation history.

These moments continue to shape conversations around leadership, equality, innovation, and ambition.

If you have student loans or other debt after graduation, you’re not alone. Debt is a reality for many college students ...
05/18/2026

If you have student loans or other debt after graduation, you’re not alone. Debt is a reality for many college students after they graduate. Regardless of whether you’re graduating with student loans or credit card debt, making a plan to manage and eventually eliminate your debt can feel overwhelming.

With that in mind, we wanted to share a simple roadmap for starting to address debt post-graduation:

A good way to start managing your debt is to get everything out in the open. List your loans, credit cards, and any other balances so you know what you’re dealing with. While you do this, be sure to pay attention to interest rates and make a plan for how you’ll handle payments each month. When you’re organized, it’s easier to keep debt from getting out of control.

If you have questions about your financial picture or want to talk about investment strategies that can support you as a recent graduate, don’t hesitate to reach out. We are here to help.

As the days get longer throughout May, people can experience both earlier sunrises and later sunsets. However, not every...
05/16/2026

As the days get longer throughout May, people can experience both earlier sunrises and later sunsets. However, not every night owl relishes an earlier sunrise, and not every early bird loves a later night.

Which one best describes you this month? Are you enjoying earlier sunrises or celebrating later nights?

☀️ Vote enjoying earlier mornings
🌙 Vote celebrating later nights

Share your pick in the comments. We are curious to see which side takes the win as we head closer to summer.

Quarterly deadlines can come fast. Staying ahead of key tax dates helps keep your business running smoothly and avoids l...
05/15/2026

Quarterly deadlines can come fast. Staying ahead of key tax dates helps keep your business running smoothly and avoids last-minute stress or penalties.

Our team is here year-round to help with filings, extensions, and planning support whenever you need it. Reach out anytime, and we'll make sure you're covered

A successful retirement plan is not just about how much you have saved. It is also about how you structure your income a...
05/14/2026

A successful retirement plan is not just about how much you have saved. It is also about how you structure your income and expenses. Understanding the difference between essential and discretionary spending can help create a more resilient and adaptable financial strategy. Swipe through to learn more.

By organizing your spending, you can better protect what matters most while maintaining the ability to adjust as needed. If you would like guidance on structuring your retirement income plan, call us to learn more.

Address

674 Glastonbury Turnpike
Portland, CT
06480

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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