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

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Kingston Wealth Management

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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. 



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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.


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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

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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