As Tax Filing Deadline Nears, Learn About Taxes in Retirement

As March gets underway and the April tax filing deadline gets ever closer, financial planning and wealth management firm Fuchs Financial, led by founder Ben Fuchs, will be sharing their expertise regarding taxes in retirement with local residents in the region.

The firm, with offices in West Hartford, Middletown, and Middlebury, will be offering “How to Minimize Taxes in Retirement” sessions at local libraries in East Hampton, Avon, Glastonbury and Cheshire – free of charge – during the month of March.

“Our goal is to help people to plan for their retirement in a way that is specific to their circumstances and objectives, and which will minimize their taxes and maximize their retirement,” explained Ben Fuchs, a Certified Financial Planner® and Certified Private Wealth Advisor® professional. “We look forward to sharing our expertise, and discussing the issues that people are concerned about as they gather their financial data and look ahead to retirement.”

Fuchs Financial, with expertise in wealth management, planning and retirement, recently launched a weekly radio program on WTIC Newstalk 1080, and is regularly featured on local television stations WFSB Channel 3, NBC Connecticut and WTNH Channel 8, and has developed a continuing series of webinars highlighting various aspects of retirement planning.

In addition to the upcoming library sessions, which are free of charge, Fuchs Financial offers individual no-obligation, complimentary consultation, either in-person at one of the Fuchs Financial offices or via Zoom. Details are at www.fuchsfinancial.com.

The Fuchs Financial team includes financial professionals with a range of expertise to provide a breadth of information for clients as they look to their retirement years and seek to build a retirement plan that can provide financial security. The Fuchs Financial team, in addition to Ben Fuchs, includes Gina Mazzadra, Accredited Retirement Plan Specialist, Retirement Income Certified Professional®; Alex Cal, Certified Plan Fiduciary Advisor®; and Eddy Agyeman, Chartered Retirement Planning CounselorTM.

The library sessions will be held:

• March 4, East Hampton Public Library,105 Main Street, 6:00
• March 7, Avon Free Public Library, 281 Country Club Road, 6:00
• March 20, Welles-Turner Memorial Library, 2407 Main Street, Glastonbury, 6:00
• March 26, Cheshire Public Library, 104 Main Street, 6:00

Led by Ben Fuchs, with 20 years of investment experience creating thousands of retirement plans for his clients, Fuchs Financial is focused on helping retirees and people preparing for retirement to maximize their finances, providing a full range of short and long-term retirement planning services, including income planning, investment planning, tax planning, healthcare planning, and estate and legacy planning.

Fuchs Financial’s offices are in West Hartford at 433 South Main Street, Suite 322, just off I-84, minutes from West Hartford Center and Westfarms Mall; at 751 Straits Tpke., Suite 3002, in Middlebury; and 213 Court Street, Suite 601, in Middletown.

Fuchs Financial’s proprietary How to Retire Blueprint has been developed and updated specifically to help clients achieve simplicity and security in retirement – and to plan for a “retirement paycheck” that will help to achieve individual financial goals in retirement. Designed by financial advisors, it is focused on providing superior planning experience in the key areas of an individual’s financial life - customized for the specific needs of each person.

For more information about the upcoming library seminars, interested individuals may contact the library directly or contact Fuchs Financial at (860) 461-1709 or toll-free at (877) 940-1009 or email info@ffncl.com.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.