Chuck Minahan of Gateway Financial Partners

05/30/2023

Don't let your investments fall out of balance - regularly rebalance your portfolio!

05/25/2023

With economic uncertainty on the rise, it's no surprise that 77% of Americans are concerned about their bank's stability.

Forbes' latest survey dives into this issue and provides insights on how to recession-proof your money.

The failures of Silicon Valley Bank and Signature Bank in March 2023 still have many Americans talking about the possibility of a banking crisis similar to the one that occurred in 2008. Some say a crisis is imminent, while others—including many government officials—continue to reassure consumer...

05/23/2023

We go to doctor for physical health and your financial health also needs regular check-ups.

05/15/2023

Are you looking forward to having that freedom to live the retirement of your dreams? It all starts with planning.

Do you have a retirement plan in place?

05/11/2023

A recent study showed that 29% of people researched long-term care plans, but only 16% went on to actually implement one.

Interested in getting your long-term care plan on track?
Check out this article from Kiplinger!

Many of us are not as prepared as we should be, but it’s not too late. Taking these steps today can get you started on planning for your long-term care.

05/09/2023

Never feel like you're on your own in life. Let me help you reach your goals and plan for the unexpected with a customized financial strategy that works for you!

Contact me today to create a plan that's right for your needs, risk tolerance, and goals.

860.652.4360 Ext. 226
[email protected]

04/24/2023

Are you fully covered? Check out these 4 types of personal insurance you may be missing out on.

1. Life Insurance
2. Homeowners/Renters Insurance
3. Long-Term Disability Insurance
4. Identity Theft Protection

04/20/2023

Never underestimate the power of a good plan💥👊 Learn how to get your long-term care planning on track with great tips from Kiplinger!

Many of us are not as prepared as we should be, but it’s not too late. Taking these steps today can get you started on planning for your long-term care.

04/14/2023

Is your financial future recession-ready? 💰💼 Check out this great article from Forbes for some tips on how to prepare your finances for the next downturn!

If you're worried about your finances, you're not alone. With talk of a US recession, here is how you can prepare your finances today for the next recession.

04/10/2023

Financial security is an ongoing journey that requires careful planning and management.