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  • What We Do
  • Team
  • Who We Serve
    • Construction
    • Home Health Care
    • Professional Service Providers
    • Real Estate
    • Service-based Businesses
    • Waste Management
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Blog
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From the firm: A season to reflect and get ahead

Getting a head start on your goals for next year can bring big advantages to you and your business.

Read more about From the firm: A season to reflect and get ahead ➞

Choosing your 401(k) pathway: A guide to a golden retirement

Should you manage your 401(k) as a large cohesive block or take a tiered approach?

Read more about Choosing your 401(k) pathway: A guide to a golden retirement ➞

Retiring to a warmer climate?

We cover tax considerations for future retirees considering living in two states or two countries.

Read more about Retiring to a warmer climate? ➞

Advance directives for healthcare: Do you need one?

Join our dive into advance directives, what they are and why you may need one.

Read more about Advance directives for healthcare: Do you need one? ➞

Getting ahead: 9 tips for personal and professional efficiency

Discover nine tips to help your efficiency skyrocket in your professional and personal life.

Read more about Getting ahead: 9 tips for personal and professional efficiency ➞

Life and living: Make-ahead holiday meals

Heat up these four family favorites to create an easy meal with a holiday feel.

Read more about Life and living: Make-ahead holiday meals ➞

Mindflex: New Year’s prediction fun

Are you ready to deal yourself a hand in shaping 2024? Take a card and let the New Year’s fun begin!

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How to work securely with your accountant during tax season

Just a little assistance from you can ensure your accountant does their best for you.

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How to feed a diverse group of eaters at holiday get-togethers

Curate a menu to help all your guests have a joyful and satisfying holiday feast, no matter their dietary preferences or restrictions.

Read more about How to feed a diverse group of eaters at holiday get-togethers ➞

From the firm: Growth in business and personal pursuits

Let us help you ignite your passion for growth, both in and out of the office.

Read more about From the firm: Growth in business and personal pursuits ➞

Passive income 101

We have everything you need to know about passive income, including ideas on how to build your own.

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Popular personal growth podcasts

Get ready to tune in to these seven podcasts for valuable advice on living your best life.

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AI in business: Pros and cons

We look at the pros and cons of using AI in your small business.

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Growing pains for businesses

A look at how to avoid common issues that come with expansion.

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Life and living: Blooming into next summer

Follow these eight tips to prep for next summer’s garden growing season.

Read more about Life and living: Blooming into next summer ➞

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Branford Office

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Branford, CT 06405

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