Joseph Irizarry

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

06/01/2026

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. I can help you understand your benefits to know when you should start collecting.

Find out what Social Security benefits you may qualify for and when you should start collecting.

05/31/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

05/30/2026

You don’t have to choose between saving for your child’s education and your own retirement. I can help you balance both goals.

3 steps to balance two of life’s most significant financial goals.

05/30/2026

Did you know the IRS requires you to withdraw money from select investments at a certain age? I can help you navigate these required minimum distributions (RMDs).

See news articles and advice on financial planning and setting goals, from Joseph Irizarry in Wolcott, CT.

05/29/2026

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

05/27/2026

Retirement planning isn’t only for those close to or in retirement. I can provide financial advice to help you do more of what you love in retirement.

Feel more confident about living the retirement you want, no matter what age or life stage you're in.

05/27/2026

Don’t wait until your child is in high school to start thinking about college costs. The earlier you begin planning the more financing options you’ll have.

5 considerations as you set your child’s education goal

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.