Shiman Partners LLC

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Have you heard about the new contribution limits from the IRS? Read about it in our article.
05/08/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
05/06/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Check out this informative video on bull and bear markets to better understand how the stock market works!
05/04/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
05/01/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Check out this video on taxes.
04/29/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Are you ready for school—again?
04/27/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
04/24/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Hidden housing costs, uncovered healthcare expenses, long-term care, family crises, and inflation can all impact your re...
04/22/2026

Hidden housing costs, uncovered healthcare expenses, long-term care, family crises, and inflation can all impact your retirement. Discover how to safeguard your financial future with effective planning.

Don’t let the unexpected derail your retirement. Discover five common surprise costs and how to plan ahead with confidence.

Assets minus liabilities = net worth. When was the last time you calculated yours?
04/20/2026

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
04/17/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Here are a few key factors to consider when naming an executor for your estate.
04/15/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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15 N Main Street, Suite 100
West Hartford, CT
06107

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