How -- and When -- Do I sign Up for Medicare?

This article explains the rules regarding the timing of applying for Medicare.


Too Young to Think About Investing?  Think Again!

Time and compounding is a simple equation with potentially powerful long-term results.

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 Our Heritage and Values

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, FL, GA, MA, MD, ME, NC, NH, NY, RI, VA, VT.



​I'm Changing jobs.  What should I do with the money in my Plan?

After deciding to switch jobs, your next move is to determine what to do with the money in your former employer's  retirement plan.

As an LPL Investment  Advisor Representative, I understand you have aspirations for achieving success and protecting your family. When it comes to financial planning, the information you find online is a good start, but it is meant to serve many.  Listening to you and mapping out your wishes into an actionable financial plan is what I do for clients.  Our services include retirement planning, college planning, investment services and life and long-term care insurance.
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For over 20 years in Cheshire, Connecticut, clients started out just like  you.  They too, reached a point in their lives to consider a financial planning partner and contacted me to learn more.


              Bill Mann