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 HD Vest 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!
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Good employee health can be great for the company’s bottom line.
When to start? Should I continue to work? How can I maximize my benefit?
The latest trends in travel reflect a rich menu of exciting new possibilities.
The recent market drop is an important reminder of why it's important to take a long-term view.
A look inside the U.S. government's statistics on household net worth.
There are things about Social Security that might surprise you.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
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.
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When should you take your Social Security benefit?
Women must be ready to spend, on average, more years in retirement than men.
Here is a quick history of the Federal Reserve and an overview of what it does.
What is your plan for health care during retirement?
With alternative investments, it’s critical to sort through the complexity.