Your Life
All the things you need to know to help your financial future

Your Bench of Life™ may not always follow an easy path. There may be circumstances you face along the way which change the course of your financial future. We help you stay prepared for these unforeseen changes.

May 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: Zephyr Style Advisor Better than feared corporate earnings and lower inflation report led market volatility lower and returns higher after the previous month’s bank crisis aftershock in developed markets. International developed equities led major regions with a gain of 2.9%, followed by US equities with a gain of 1.6%.

April 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet Markets ended a volatile but positive first quarter, with gains in technology offsetting weakness in banks. The quarter also saw a reversal in many of 2022’s underperformers. Tip of the Month You have a limited amount of time to amend a tax return; otherwise, the IRS will not


Disciplined Pursuit of Enough – A Case Study
In my last blog, I argued the benefits of pursuing enough money, rather than always striving for more. In this blog, I hope to illustrate some of the benefits of this through a case study. All names have been changed to protect the innocent (and very contented) couple. Several years ago, I got a call


The Disciplined Pursuit of Enough
The word enough gets a bad rap. Teachers will yell “That’s enough!” at their unruly students, or we might declare “Enough is enough!” when dealing with a loved one who has just pushed the limits too far. But I am here to espouse the benefits of enough. We live in a world that emphasizes the

March 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter In this month’s recap: Stocks stumbled as investors worried that the Fed would maintain its tight monetary posture due to ongoing inflation. U.S. Markets Stock prices stumbled in February owing to growing worries that the Fed would maintain its tight monetary posture in the face of continuing inflation. For the

February 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter In this month’s recap: Investors were in a buying mood thanks to moderating inflation, a better-than-feared earnings season, and healthy economic data. U.S. Markets Stocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying mood. For the month, the Dow


January 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: Zephyr Style Advisor December was a difficult month for equities, as was the year. US equities, as measured by the S&P 500, fell 5.8%, bringing the index’s return for the year to -18.1%, its worst year since 2008. International developed equities eked out a small gain of 0.1%, helped


Shocking News: Your Electricity Rate May Have Just Doubled!
If you live in Connecticut like I do, you have gotten used to a high cost of living, including high energy rates. But the latest change in our electricity rates is shocking (pun intended) even by CT standards. On 1/1/23, the standard residential electricity rate for Eversource customers went from $0.12 per kWh to $0.24.
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