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Joseph Carollo, CPA, Financial Advisor

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Joseph Carollo, CPA, Financial Advisor

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10/20/2026

Please join us in welcoming our newest “team member,” Gigi! 🐾

She may be tiny, but she’s already making a big impression around here. While she won’t be preparing tax returns or reviewing financials anytime soon, she’s certainly mastered the art of boosting office morale.

Welcome to the team, Gigi! 💛

10/19/2026

National Retirement Security Week is a great reminder that building a confident retirement starts with the decisions you make today. Even if retirement is a long way off, taking time to review your strategy can help keep you on track toward your long-term financial goals. Swipe to learn more.

If you have questions about your retirement strategy or would like to discuss your long-term financial goals, contact us today. We are here to help.

10/18/2026

This month, we are sharing a story from the Boston Marathon that is hard to forget. During the closing stages of the race, first-time runner Ajay Haridasse collapsed near the 26-mile marker with severe leg cramps. After repeatedly struggling to get up, Haridasse was preparing to crawl the final stretch of Boylston Street.

That is when two fellow competitors, Aaron Beggs and Robson Oliveira, decided to stop. With their own finish times and personal goals on the line, they lifted Haridasse between them and supported him all the way across the finish line. Haridasse tracked both men down by their bib numbers afterward just to say thank you.

This story is a beautiful reminder that some of the most powerful moments happen when someone chooses to slow down for another person. In a race where every second counts, these two chose something that mattered more.

Read the full story here:

https://www.goodnewsnetwork.org/boston-marathon-runners-praised-for-stopping-to-help-injured-competitor-cross-finish-line-watch/

10/16/2026

Effective financial planning for a HNW (HNW) individual brings all moving pieces together into one cohesive strategy. This includes making sure that financial and timing strategies align. Swipe to learn more.

Taking a coordinated approach can help you stay ahead throughout the year. Call us to start the conversation.

10/14/2026

As the end of the year approaches, now is the time to make sure your required minimum distributions (RMDs) are on track. Missing an important deadline or delaying a withdrawal without a plan could lead to unnecessary taxes or IRS penalties. Swipe to learn more.

If you have questions about RMDs or would like guidance on your retirement income strategy, contact us today. We're here to help you make informed financial decisions with confidence.

10/12/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

10/10/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

10/09/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

10/07/2026

Not having the proper bookkeeping support can really come back to haunt your small business. The trick is simple: Outsource your bookkeeping and payroll so you can focus on what you do best.

Do not hesitate to reach out today. It would be a real treat to support your team!

10/05/2026

As payroll specialists, we often run into questions from business owners about what payroll deductions are and why they matter. So, we wanted to share a brief overview.

Payroll deductions are amounts subtracted from your employees' gross wages before their net pay is deposited into their bank accounts. These can include mandatory deductions such as federal and state income taxes; Federal Insurance Contributions Act (F**A) taxes, which fund Social Security and Medicare; and voluntary deductions such as retirement plan contributions and health insurance premiums.

Understanding how deductions work is an important part of staying compliant and keeping your team informed. So, if you have questions about payroll for your business, don't hesitate to reach out to our team today. We are here to help.

Address

674 Glastonbury Turnpike
Portland, CT
06480

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.carollofinancial.com/

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