Porter Financial Strategies

I AM PLEASED TO ANNOUNCE.......
I have joined the Ameriprise group, Root, Borajkeiwicz Lucarelli Wealth Advisors. Here I am well-positioned to help you live life on your terms with access to useful tools, resources, products, and solutions. While the decision to change firms is never easy, I’m confident that Ameriprise Financial is the right firm for not just my practice, but also for you as my client. My new locations are: 250 State Street, Unit E-1, North Haven and 191 Main Street, Old Saybrook. My new phone number is, 203-407-8188 Ext. 345 (As of October 1st)

True or False:

Trusts only benefit the ultra-wealthy when it comes to preparing an estate plan.

👇 Drop your guess in the comments and follow the link to see if you’re right.

A Guide to Trusts for Estate Planning According to a 2019 survey, 51 percent of people believe having an estate plan is necessary, but only 40 percent have actually implemented one.

While talking about money isn’t always the most comfortable topic, if you are preparing to remarry and merge your family with another, you need to handle the financial questions now to decrease stress later.

Worried still? Don’t worry, these 3 tips will steer your conversation in the right direction.

Blending Families’ Finances After Remarriage The Beatles may have claimed that "all you need is love", but it is never so simple. This is especially true for those who are planning to remarry aft