Toomey Investment Management

10/22/2026

📅 Don't Wait Until December to Review Your Financial Plan!

With the holidays approaching, now is a great time to take a closer look at your finances before the year ends.

A few things worth reviewing:
✔️ Retirement contributions
✔️ Investment allocations
✔️ Beneficiary information
✔️ Potential tax-planning opportunities
✔️ Financial goals for 2027

A little planning now can help you make more informed decisions heading into the new year.

📍 Toomey Investment Management | Wallingford, CT
📞 203-949-1710

10/20/2026

🍂 Retirement Changes More Than Your Schedule. It Changes Your Paycheck.

After years of earning a regular income, retirement means figuring out how your savings and investments will support your lifestyle.

Have you considered:
✔️ When to begin Social Security?
✔️ How much to withdraw from retirement accounts?
✔️ How taxes could affect your retirement income?
✔️ Whether your savings can support your long-term goals?

At Toomey Investment Management in Wallingford, CT, we help you look at the bigger picture and plan for what's ahead.

📞 203-949-1710
🌐 www.toomeyinvest.com

10/15/2026

💚 At Toomey Investment Management, we're proud to be a multi-generational, family-owned business right here in Wallingford, Connecticut.

We believe financial planning is personal. When life changes, you deserve an advisor who knows your story, understands your goals, and is there to help you navigate what's next.

No corporate runaround. No feeling like just another number. Just genuine relationships and personalized financial guidance from a team invested in your future.

📍 420 Center Street, 1st Floor, Wallingford, CT
📞 203-949-1710
🌐 www.toomeyinvest.com

Your future is personal. Your financial planning should be, too.

Work with TIMI and
Discover The Difference

10/12/2026

💍 Planning a wedding is exciting, but have you talked about your financial goals as a couple?

From combining finances and managing debt to saving for a home and planning for retirement, a little preparation today can help build a stronger future together.

💚 Toomey Investment Management in Wallingford helps Connecticut couples plan for life's important milestones.

Getting married? Organizing your finances early supports clearer communication, less stress and more confidence as you pursue shared goals.

10/06/2026

You’ve spent years saving for retirement. Have you planned how those savings will support your everyday life? 💼 🍀

At Toomey Investment Management in Wallingford, CT, we help individuals and families explore retirement income, healthcare and long-term care considerations, risk management, and wealth transfer goals.

Contact us to start a conversation.

10/01/2026

"Proud to Be Local 📍

There’s something special about fall in Connecticut—from cooler evenings and changing leaves to spending more time with family and enjoying the communities we call home.

At Toomey Investment Management, Wallingford isn't simply where our office is located. It's our community.

We're proud to help Connecticut individuals and families make thoughtful decisions about retirement, investments, wealth management, and the financial goals that matter most to them.

Because financial planning is personal—and having someone you can sit down with and talk to matters.

"

09/29/2026

Will your retirement plan hold up if life doesn’t go exactly as expected? Market changes, inflation, healthcare costs, and a longer retirement can all affect your income.

Our latest blog explains how stress-testing your plan can help you spot areas that may need attention.

Because reaching retirement is only part of the journey — maintaining financial security and clarity once you are there matters just as much.

09/22/2026

You've spent decades building your savings. But have you thought about what happens when it's time to start using that money?

Retirement brings a different set of questions:

• Where will your monthly income come from?
• When should you begin taking Social Security?
• Which accounts should you draw from first?
• How could taxes affect your retirement income?
• How much can you comfortably spend?

Accumulating wealth is only one part of retirement planning. Creating a strategy for turning those assets into income is just as important.

If retirement is getting closer, now may be the time to look beyond the number in your account and develop a plan for what comes next.

09/14/2026

401(k) vs. IRA: Where Should You Start? 💼

Planning for retirement starts with understanding your options.

A workplace 401(k) and an IRA can both play a role in your retirement savings. Which approach fits you depends on your employer’s plan, eligibility, investment choices, and financial goals.

Our blog explains the basics to help you ask informed questions and consider your next step.

Read more:
https://toomeyinvest.com/401k-vs-ira-which-is-better-for-long-term-growth/

Want help putting the pieces together? Contact Toomey Investment Management in Wallingford, CT, to discuss your retirement planning goals.

If you’re just starting your investing journey, you’ve probably heard about 401(k)s and IRAs. Both can help your money grow over time, but understanding how they work—and how decisions about them evolve later—can help you make more informed choices early on. For young professionals in Wallin...

09/03/2026

Fall Financial Check-In 🍂

September often feels like a fresh start. Vacations wind down, routines return, and suddenly the end of the year doesn’t seem so far away.

It’s also a good time to check in on your finances.

Are your retirement contributions on track? Have your goals or income changed this year? Are there financial decisions you’ve been putting off?

A few months remain before year-end, making now a great time to review where you stand and where you want to go.

📍 Toomey Investment Management is proud to help individuals and families throughout Wallingford and Connecticut plan for their financial futures.