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2296 Main Street
Stratford, CT 06615

Main Street Financial - Robert E. Dains, CPA, CFP® , CSEP

(203) 383-4411

 
Perception vs. Reality Estate Management 101 Making Your Tax Bracket Work

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!

Helpful Content

The Business Cycle

The Business Cycle

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Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

 

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Healthy Body, Healthy Pocketbook

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Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Life and Death of a Twenty Dollar Bill

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A Taxing Story: Capital Gains and Losses

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

Surprises

Making the most of surprises is a great reason to work with us.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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