Joseph Carollo, CPA, Financial Advisor

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With the new year in full swing, it is essential to understand the emerging risks that could impact your business. Swipe...
06/05/2026

With the new year in full swing, it is essential to understand the emerging risks that could impact your business. Swipe to learn about two to keep top of mind.

Have questions about your current coverage or cyber preparedness? Call us today to ensure your business is protected.

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term we...
06/03/2026

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term wealth and financial independence when it is aligned with your broader financial plan. Swipe for more information.

Our team helps evaluate how a home purchase fits alongside retirement savings, investment strategy, and cash-flow planning. If you are considering a purchase or refinance, we are here to help. Reach out for a consultation today.

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching. The information students...
06/01/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

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.

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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