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!
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Here's a breakdown of how the federal government spends your tax money.
Learn a little about worldwide currency in this fun infographic
What does the Tax Reform and Jobs Act mean for you?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What does your home really cost?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.