Foley/Connelly Financial Partners offers a mix of professionalism and outstanding service to high net worth individuals and small- to medium-size corporations. Trust, integrity, and a long-term commitment to the client are what make our firm special.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How Long Will It Take to Pay my Balance?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much do you need to save each year to meet your long-term financial goals?
