The Life Planning Retirement Group

06/02/2026

Quick gut check: Do you know who's listed as beneficiary on your retirement accounts right now? Not who you'd want it to be — who's actually on the form. In most cases, beneficiary designations supersede your will. If yours are out of date, your estate plan may not work the way you think it does. To Learn more contact us at 860-343-1777.

A forgotten form can override your will.

05/25/2026

Today we honor the brave men and women who gave their lives for our country—heroes who made the ultimate sacrifice so we could live in freedom. Their courage, selflessness, and devotion made possible even the simple blessings we cherish, like spending this May weekend with the people we love.

05/10/2026

Moms are the CEOs of the household—and the heart behind every plan. From daily finances to long-term goals, their impact is
incredible. This Mother’s Day, we celebrate the moms
who do it all. 🌷

05/07/2026

Here's what you need to know

05/05/2026

This week, the country pauses to say thank you to teachers.
They show up every day not because it's easy, but because they believe in something.That kind of commitment deserves more than a mug. To every teacher reading this, thank you.
What you do matters more than a single week can hold.

05/04/2026

Deciding when to file for Social Security benefits is an important decision that can significantly impact your financial future. We can help you make an informed decision that aligns with your overall retirement strategy. Contact us at 860-343-1777.

A quick guide to key Social Security decisions.

04/30/2026

Here's what savvy investors took away from Q1

04/27/2026

Navigating Social Security claiming rules can be overwhelming. Our resources help you make informed choices. Whether you're just beginning to explore your options or are ready to make a decision, contact us at 860-343-1777. We're here to help!

A simple guide to key Social Security choices.

04/23/2026

Are you confident about your retirement spending, or does it feel overwhelming? This month's Visual Insights Newsletter explores how expenses change in retirement and shares trends that may ease your concerns.

New research challenges old ideas of retirement.

04/20/2026

After years of paying into Social Security, the timing for claiming your benefits depends on your lifestyle and needs. We can help you make an informed filing decision and show how Social Security fits into your overall retirement strategy. Contact us at 860-343-1777.

Break down key Social Security decisions.