Financial Planners Willimantic CT

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Mark Briggs
Briggs Wealth Management, LLC
(860) 633-8988
59 Sycamore Street
Glastonbury, CT
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Tax Planning, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Ralph W. Johnston Iii, CFP®
(860) 450-7812
579 N Windham Rd
North Windham, CT
Firm
The Savings Institute Bank & Trust
Areas of Specialization
Education Planning, Investment Planning, Retirement Planning

Data Provided by:
Mrs. Carole-Lynn Saros, CFP®
(860) 429-2290
10 Timber Lane
Willington, CT
Firm
CS Financial Services, LLC, ""U
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Donald W. Kuerner, CFP®
(860) 306-6333
278 South Rd
Marlborough, CT
Firm
Hornor, Townsend & Kent Incorporated

Data Provided by:
Mr. Matthew O. Ellis, CFP®
(860) 533-0063
945 Main St Ste 305
Manchester, CT
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Panfilo Guglielmi
Advanced Capital Advisors, LLC
(860) 633-5559
628 Hebron Ave., Bld. 2
Glastonbury, CT
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Kevin B. Manghan, CFP®
(860) 487-7029
596 Middle Tpke
Storrs, CT
Firm
New Alliance Investments Inc.
Areas of Specialization
Comprehensive Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Eric C. Weiss, CFP®
(860) 604-3401
PO Box 1070
Tolland, CT
Firm
Weiss Investment & Advisory Services
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. George M. Parker, CFP®
(800) 549-4181
5 Marlboro Glade
Tolland, CT
Firm
GM Parker, LLC
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Ms. Sandra S. Baranowski, CFP®
(860) 432-5604
167 Boulder Road
Manchester, CT
Firm
Sandra S. Baranowski, CFP
Areas of Specialization
Comprehensive Financial Planning, Intergenerational Planning, Investment Planning, Life Planning, Retirement Planning, Social Security Planning, Women's Finances
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

55%
People age 45 and older who are concerned about being able to afford healthcare

22%
Those who have delayed seeing a practitioner

16%
Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

Click here to read the rest of this article from Energy Times