Calderon Fortney Financial Group

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Calderon Fortney Financial Group We help individuals and families feel confident about their financial future—with honest guidance, clear planning, and a relationship you can count on.

Follow us for tips, and reach out when you’re ready to have a conversation. Matt Fortney and Leonel Calderon are Financial Planners with Calderon Fortney Financial Group. Their team has a wealth management practice built on goal-based planning and strong client relationships. They provide their clients with professional advice to help them make smart money decisions. During their over 50 years of combined experience, they have worked to educate and advise individuals and businesses on important financial topics. They have hosted talk shows on two radio stations, have written articles for online periodicals such as The Patch and Money Geek and have spoken to audiences in libraries, churches, corporations and civic organizations. Additionally, Matt has been recognized for his work in Connecticut Magazine as a Five Star Wealth Manager multiple times, most recently in 2023*. A majority of new clients find Leonel and Matt by referral from the many clients they currently serve.

* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022 or 2023 Five Star Wealth Managers.

10/16/2026

Earlier this week, we showed what starting to invest early can do. But before investing, there is groundwork that has to be in place first.

In the video below, I walk through three steps every young professional should take care of before anything else. None of them are about picking investments. They are what keeps one bad month or one emergency from setting you back years.

The third one is something almost nobody in their 20s thinks about.

A guide to building a stronger financial foundation, from cash flow and emergency funds to insurance and estate documents: https://www.calderonfortney.com/files/flipbooks/financial-management

Want to sit down and talk it through? Reach out here: http://calderonfortney.com/Get-In-Touch.3.htm
Or call 888-229-1833

10/14/2026

Two people save $500 a month at the same return. One starts at 25, the other at 35. By 65, the early starter has nearly twice as much.

This week we are talking about smart money habits for young professionals, and this is the one that makes all the others work better.

The extra $60,000 the early starter saves in those first ten years ends up worth about $494,000 by 65. Those early dollars simply get more years to grow.

If you are just getting started, grab your full employer match, automate your contributions, and bump your savings by 1% with every raise. You do not need to start big. Start with what you can.

Early in your career and not sure where to begin? I am always happy to talk.

10/12/2026

A losing investment is never fun to look at. Before the year ends, it might actually help you.

If you sold anything at a profit this year, those gains could come with a tax bill. Losses elsewhere in your portfolio can help offset them. That is the idea behind tax loss harvesting, and with your income for the year mostly known by now, this is a good time to look at it.

Matt walks through how it works below, including the rule that can get a loss disallowed.

A quick read on how capital gains are taxed: https://www.calderonfortney.com/What-Is-the-Capital-Gain-Tax.c1283.htm

Want to talk through your situation? Reach out here: http://calderonfortney.com/Get-In-Touch.3.htm
Or call 888-229-1833. We are glad to work alongside your accountant.

The year is winding down, and that is usually when the bigger questions start showing up. Where do things stand? What is...
10/07/2026

The year is winding down, and that is usually when the bigger questions start showing up. Where do things stand? What is driving them? What does it mean for the plan?

Next Tuesday, Leonel and Matt are hosting a live webinar with Brian Navin, an investment specialist at T. Rowe Price. Brian will share how his team is viewing the global picture right now, from corporate earnings and interest rates to markets overseas.

Bring your questions. We are leaving time for them.

Tuesday, October 13th at 4:30 PM ET
Live webinar

Join here: https://us06web.zoom.us/j/89208414855

Questions or prefer to register ahead of time? Reach out to Zach at [email protected] or 860.345.5323.

10/02/2026

If you are 73 or older, the IRS requires you to take a required minimum distribution from your traditional IRA or retirement plan every year, whether you need the money or not.

For a lot of people, that is a problem. The distribution gets added to your income, and depending on where you land, it can push you into a higher tax bracket or raise your Medicare premiums.

So what if you genuinely do not need the money? Matt walks through four real options below, from a Roth conversion to a strategy specifically for people who are still working, plus two lesser known moves involving charitable giving and annuities.

Worth a watch if this is a decision in front of you or someone in your family.

Introducing Leo & Matt's Money AdventuresAs owners of Calderon Fortney Financial Group, we've spent our careers helping ...
09/30/2026

Introducing Leo & Matt's Money Adventures

As owners of Calderon Fortney Financial Group, we've spent our careers helping individuals and families build stronger financial futures. Along the way, we've become equally passionate about the importance of starting that education early.

That belief inspired Leonel to write Leo & Matt's Money Adventures. A fun and engaging way to introduce children ages 6 to 8 to some of the basic ideas about money that can help shape the choices they make for years to come. Through the adventures of two curious friends and a colorful cast of forest characters, young readers discover where money came from, how we earn it, why saving matters, and even what it means to turn a simple idea, like a lemonade stand, into a small business.

The lessons are simple: work has value, saving takes patience, goals matter, and the choices we make with money can create opportunities.

Leonel partnered with talented creative designer Gina Lincoln, who brought Leo, Matt, and their world to life through the characters and colorful illustrations she created.

But this project is about more than financial education. A portion of the proceeds will be donated to organizations supporting children's literacy and health, two causes that mean a great deal to us.

We're incredibly proud to share Leo & Matt's Money Adventures with our clients, friends, families, and community.

The book is now available on amazon, the link will be in the comments below.

If you know a child, parent, grandparent, teacher, school, or organization that might enjoy or benefit from it, we hope you'll pass it along and leave us a review.

Thank you for helping us share something we believe can make a difference, and perhaps start a few important conversations about money along the way.

09/16/2026

Life insurance isn't about you. It's about them.

The people who count on your income, your presence, your "I've got this." That's who this is really for.

September is Life Insurance Awareness Month, and Matt breaks down who actually needs coverage and why so many families put this off. Watch 👇
https://www.youtube.com/watch?v=1J6sA2qI7Tw

Questions about your own coverage? We're always happy to talk it through.

calderonfortney.com

Calderon Fortney spent last Wednesday at Wyantenuck Country Club supporting the Naugatuck Rotary Scholarship Fund. What ...
09/15/2026

Calderon Fortney spent last Wednesday at Wyantenuck Country Club supporting the Naugatuck Rotary Scholarship Fund. What a beautiful course.

Days like this are some of our favorites. Good people, a good cause, and a chance to give back to the community that has given us so much. The scholarship fund helps local students take their next step, and we are proud to play a small part in it.

Thank you to the Rotary Club of Naugatuck.

If you have ever cared for a parent or loved one with dementia, you know the hardest moments are not always the medical ...
09/08/2026

If you have ever cared for a parent or loved one with dementia, you know the hardest moments are not always the medical ones. They are the days when the person in front of you does not seem like the person you have always known, and you are not sure how to respond.

This Thursday, ACAP South Central CT is hosting a free session on exactly that. Responding to Challenging Behaviors in Alzheimer's Disease and Other Dementias, led by Tracy Weiss of Right at Home. It is a practical, compassionate look at how to recognize common dementia-related behaviors and respond with more confidence and calm. Participants will also go through the Virtual Dementia Tour, a simulation that lets you experience what your loved one may be feeling.

We are glad to support this one. Caregivers give so much, and they deserve support of their own.

Free to attend, but registration is required.

Thursday, September 10 at 5:30pm
Masonicare at Ashlar Village, Bridgehouse Auditorium, Wallingford
Register at https://acapcommunity.org/event/responding-to-challenging-behaviors-of-alzheimers-and-other--Sep-17-2026

Address

1077 Bridgeport Avenue , Ste 301
Shelton, CT
06484

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18882291833

Website

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