Nassau Financial Group

08/25/2026

Nassau Financial Group’s Chief Growth Officer, Tom Buckingham, was recently featured in a MoneyLion article by Jordan Rosenfeld, sharing insights on an often-overlooked retirement expense: housing.

As Tom notes, “If essential housing expenses rely heavily on withdrawals that fluctuate, affordability can erode over time.”

The article explores why housing costs can remain a significant part of retirement spending, even after the mortgage is gone, and what retirees may want to consider when evaluating affordability.

Read the full article by Jordan Rosenfeld: https://www.moneylion.com/trending/money/overlooked-expense-derail-retirement-budget-not-healthcare

For many retirees, healthcare is the expense that gets the most attention, but another major cost often flies under the radar until it pressures a fixed income.

07/31/2026

This week, Nassau’s Green Team and employee volunteers came together for Project Junk Mail, helping Nassau reduce unwanted mail and cut down on paper waste.

Together, we collected 40 pounds of junk mail and successfully unsubscribed from more than half of it, making a meaningful impact for both Nassau and the environment.

Small actions add up, and we’re proud to be part of the change. ♻️📬

07/24/2026

Nassau Financial Group’s Chief Growth Officer, Tom Buckingham, was recently featured in Smart Senior Daily, addressing one of the biggest questions in modern retirement planning: what happens to your money if you live to 95?

Longer lifespans are reshaping how Americans think about retirement income. As Tom notes, “Retirement planning isn’t just about building assets. It’s about structuring them to support the life you want to live, for as long as you live it.”

With fewer workers expecting pension income and more retirees relying on their own savings to last 25–30 years or more, the focus is shifting from accumulation to creating reliable, sustainable income.

Read the full Q&A by Tom Buckingham: https://www.smartseniordaily.com/ask-tom-what-happens-to-your-money-if-you-live-to-95/

07/23/2026

Nassau Financial Group was pleased to welcome Connecticut Insurance Commissioner Josh Hershman to meet with our intern cohort for a thoughtful conversation about careers, insurance regulation, and the future of the industry.

Commissioner Hershman shared insights from his career journey, discussed the role of the Connecticut Insurance Department, and offered a regulatory perspective on how regulators and companies engage in a changing financial services landscape.

Our interns also had the opportunity to ask questions about topics ranging from AI and innovation in insurance to the skills that can help early-career professionals succeed.

Thank you to Commissioner Hershman for spending time with our interns and supporting thoughtful conversations about insurance, regulation, innovation, and career growth.

07/21/2026

Nassau Financial Group’s Chief Growth Officer, Tom Buckingham, was recently featured in InsuranceNewsNet, sharing insights on how advisors can help clients balance guaranteed income, portfolio growth, and financial flexibility through partial annuitization.

As retirement planning becomes increasingly complex amid market volatility, inflation concerns, longer life expectancies, and uncertainty around traditional income sources, many retirees are looking for ways to create greater confidence in their financial future.

As Tom explains, “Partial annuitization allows guaranteed income to complement existing sources of retirement income while keeping the remainder of a portfolio available for growth, liquidity and legacy goals.”

Rather than viewing annuities as an all-or-nothing decision, partial annuitization can help clients secure essential income needs while maintaining access to investments designed for growth and long-term objectives.

Read the full article: https://insurancenewsnet.com/innarticle/partial-annuitization-how-advisors-can-help-clients-balance-income-growth

More retirees are warming up to the idea of partial annuitization to assure a guaranteed lifetime income, experts say.

07/20/2026

Our Finance team recently swapped spreadsheets for shovels during a volunteer day at the Chrysalis Center Food Forest, helping w**d, mulch, and maintain the space alongside one another. There was plenty of teamwork, a little friendly competition, and even a few unofficial awards earned along the way.

It was a reminder that some of the best team building happens even outside the office. Thank you to everyone who participated and helped make the day a success!

07/13/2026

Last week, Nassau was proud to host the 2026 Actuarial Bootcamp in partnership with Connecticut Insurance and Financial Services (CT-IFS), welcoming 23 aspiring actuaries for a week of learning, networking, and professional development.

Throughout the week, students explored what a career in actuarial science looks like, from sharpening technical skills and preparing for professional exams to gaining insight into the evolving insurance industry. Students heard from Nassau leaders, including Chief Actuary Michael Donovan, as well as industry experts who shared insights on insurance, innovation, entrepreneurship, and career development.

One of the week’s highlights was a panel of early-career actuaries and professionals, where students had the opportunity to ask questions, hear about real career experiences, and gain practical advice as they begin their own journeys.

The week also included a social hour in our courtyard, giving students and Nassau employees a chance to connect over dirty sodas before celebrating the program’s conclusion at commencement.

Thank you to everyone who shared their time and expertise to make this year’s bootcamp a success. We look forward to seeing where these future actuaries go next!

07/10/2026

Our Enterprise Risk Management team recently spent the morning volunteering for House of Bread, preparing and delivering more than 200 lunches for community members in need.

House of Bread is a Hartford-based nonprofit dedicated to addressing food insecurity by providing daily meals, groceries, and supportive services to individuals and families. Our team was proud to support its community meal program by helping prepare lunches for those who rely on these resources.

Thank you to all of our volunteers for making a difference and to Monica Bassette for coordinating this impactful event. Nassau is proud to support organizations that strengthen our community and encourage others to get involved and give back.

07/08/2026

Giving back means helping create stronger, more welcoming communities.

Earlier this June, Nassau employees volunteered at Chrysalis Center, helping refresh the grounds with landscaping and mulch. Together, their efforts created a more welcoming environment for clients accessing important services and resources.

Chrysalis Center provides critical services including housing, food, recovery support, community programs, and employment opportunities to individuals and families working to overcome challenges such as homelessness, mental health struggles, and addiction. Their mission helps people transform their lives and build a stronger future.

We are proud to support organizations like Chrysalis Center and grateful to our employees for giving their time to make a difference.

06/30/2026

Earlier this month, Nassau had the pleasure of hosting the annual HYPE x Nassau Summer Intern Mixer & Intern Networking Experience, bringing together next-generation talent from across the Hartford region for an evening focused on connection, networking, and community.

We spoke with several of these interns to learn how they are navigating the early stages of their professional journeys. From developing essential skills to building meaningful relationships, their experiences are a powerful reminder of the impact of growth, curiosity, and connection.

As we invest in the future workforce, it's more important than ever to introduce emerging talent to the wide range of rewarding career paths available across our industry. By creating opportunities for exploration, mentorship, and meaningful conversations, we can help the next generation discover where their passions and skills can make the greatest impact.

Listen to the full episode wherever you get your podcasts, or at https://nassaureimagine.libsyn.com.