Should Connecticut College Students Invest In The Market Or Pay Off Student Loans Early?

As a general rule, most debt isn’t helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future. And, of course, that is especially true of student loans. Now, much can be written about the explosion of student loan debt over the last decade (and has), but today I … Read More

Emelia MensaShould Connecticut College Students Invest In The Market Or Pay Off Student Loans Early?

Getting Your Mental State Out Of Fear And Anxiety By Emelia Mensa EA, CPA, CGMA

I might be wrong, but I get the sense that many of my friends and clients are getting wiser about the dangers of our digital age. Because they are, indeed, quite real. There is a famous clip of an interview with NYT-bestselling author, and cultural commentator Simon Sinek that made the rounds about a year ago on the way “millennials” … Read More

Emelia MensaGetting Your Mental State Out Of Fear And Anxiety By Emelia Mensa EA, CPA, CGMA

Six Steps To Debt Recovery By Emelia Mensa EA, CPA, CGMA

Our hearts are with the Carolinas, and with the cleanup process that is just beginning over there. With all of the the flooding that is hampering efforts to get in and even evaluate the damage, we know this will be a long road to recovery. The slow onset of these hurricanes is a mixed bag, isn’t it? We prepare for … Read More

Emelia MensaSix Steps To Debt Recovery By Emelia Mensa EA, CPA, CGMA

Five Steps To Help Connecticut Families And Individuals Prepare for Financial Emergencies

With Hurricane Florence barrelling towards the southeastern United States, I’m reminded (again) about how the unexpected can put a big dent into a well-planned life. And as a planner by nature, these kinds of slow-approaching problems (like hurricanes), are the sort of thing against which I’m always on guard on behalf of my clients, family, and friends. There’s a mountain … Read More

Emelia MensaFive Steps To Help Connecticut Families And Individuals Prepare for Financial Emergencies

Three Key Money-Management Tips For College Students In Connecticut

So, Labor Day is behind us, which means that the FALL is here. Football, cooler temps, pumpkins and more are in our future. And school. School is back in session — which for some parents is something to celebrate, and others something to mourn. Or a little of both! And for the college-aged students among us, new worlds are opening … Read More

Emelia MensaThree Key Money-Management Tips For College Students In Connecticut

Implement Emelia Mensa EA, CPA, CGMA’s Tax Planning Strategy To Pay Less On Taxes This Year

It’s true — there are certain people for whom this note doesn’t apply. There are those who are perfectly fine paying the amount of tax they pay every year, thank you very much. However, since YOU have chosen to invest yourself in our services (or at one point considered it), you are probably in the second group: those who would … Read More

Emelia MensaImplement Emelia Mensa EA, CPA, CGMA’s Tax Planning Strategy To Pay Less On Taxes This Year

Tax Reform Has Opened Up Many Tax Strategy Opportunities We Can Implement For Connecticut Families And Individuals

I can’t believe it, but here we are, almost done with the month of August (!), school is already starting in many areas where we serve clients, and football is again being discussed as something to pay attention to. This summer has absolutely FLOWN by — and those of us who pay attention to politics are already tired of all … Read More

Emelia MensaTax Reform Has Opened Up Many Tax Strategy Opportunities We Can Implement For Connecticut Families And Individuals

A Family Budget Plan By Emelia Mensa EA, CPA, CGMA

family budget plan

Last week I wrote to you about a few financial conversations worth having within a marriage, or any close partnership. As we turn the page into the end of summer, there are a swath of newlyweds out there, and this (and the previous note) might be something useful to send their way. But before I get there, a word about … Read More

Emelia MensaA Family Budget Plan By Emelia Mensa EA, CPA, CGMA

Emelia Mensa EA, CPA, CGMA’s Five Key Long-Term Financial Goals

long-term financial goals

It’s helpful to have long-term financial goals at which to aim. But the problem is that there is just SO MUCH financial advice to be had on ye olde World Wide Web that cutting through the noise and finding simple targets is difficult. So, that’s what I’m here to provide today. For those of my clients who are over age 50, this can … Read More

Emelia MensaEmelia Mensa EA, CPA, CGMA’s Five Key Long-Term Financial Goals

Emelia Mensa EA, CPA, CGMA’s Guide For Choosing An Executor Of Your Estate Plan

choosing an executor

We love what we do. I’m not sure if it’s always obvious, but perhaps you can take a cue from the fact that I take the time to post you these sorts of notes on a regular basis, if not by other factors. We love this stuff, and consequently, we work hard for our Connecticut clients. Crafting elegant, tax-saving and … Read More

Emelia MensaEmelia Mensa EA, CPA, CGMA’s Guide For Choosing An Executor Of Your Estate Plan