Robert Dains was named a Five Star Wealth Manager by Connecticut Magazine, December, 2011
My Mission Statement:
“Preserving and building my clients’ wealth through planning and portfolio management.”
As a Certified Public Accountant and a Certified Financial Planner, I am uniquely qualified to address all of your planning concerns. In addition to these certifications, I am a licensed insurance and investment professional. Affiliated with Avantax Investment Services SM, I offer unbiased and objective advice without corporate demands on investment alternatives.
Email or call now to schedule a complimentary initial consultation to discuss your financial needs and concerns.
The best way to know the future is to plan it!
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Understanding the economy's cycles can help put current business conditions in better perspective.
Healthy habits are one of the greatest gifts to give your child.
These food myths will really put a drain on your wallet.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
It’s never a bad time to speak with your financial professional about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Taking your Social Security benefits at the right time may help maximize your benefit.