Broker Check

Investment, Investment Advisory & Insurance Services
1350 Sullivan Avenue
South Windsor, CT 06074

LinkedIn

 
Kingston Wealth Management

Learn 

Our Resource Center is filled with great videos, articles and calculators to help you take control of your financial life.

We have put together a collection of easy to understand presentations that will help you better educate yourself and make informed decisions when it comes to investing, insurance and products to improve your financial well-being. 



Check In

Check in on your progress and see how you are doing. As your partner, we are always available to answer any questions you may have and to provide guidance.


*If you don’t have access to your account and would like to obtain online access, please contact us.

Get In Touch

Whether you have significant assets to manage, or if you are just starting to accumulate wealth, we have the tools and background to provide the services that may fit your needs. 

Our team is dedicated to help you clearly identify your goals and create a plan to get you moving forward.

Get in touch today.


 

Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

 

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

View all articles arrow

What Is My Current Net Worth?

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Saving for College 101

Here’s a crash course on saving for college.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

View all videos arrow