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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

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

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

 

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

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

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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