Residents Can Learn About Minimizing Taxes and Estate Planning at Library Seminars

With the end of the year getting ever-closer, and many people nearly one year closer to retirement, thoughts often turn to the subject of taxes and savings in retirement. There are numerous ways to protect retirement income from higher taxes and achieve financial security in retirement with sufficient advance planning as part of a comprehensive financial plan. Knowing how to get the most out of Social Security – and when to begin receiving those monthly payments – is also a key factor, as is considering how best to navigate the inevitable costs of healthcare.

Connecticut financial planning and wealth management firm Fuchs Financial, led by founder Ben Fuchs, will be sharing their expertise with three seminars upcoming this week. The firm, with offices in Middletown, West Hartford, Middlebury, and Mystic, was recently voted Best Financial Management Company for 2025 in the Best of Hartford Readers Poll, conducted and published by The Hartford Courant.

Fuchs Financial will be offering a “How to Minimize Taxes in Retirement” session at the Mystic & Noank Library on Tuesday, November 4 at 12:30 and on Wednesday, November 5 at 12:30 PM at the Russell Library in Middletown, and online webinars on Estate Planning, on Thursday, November 6, at 12:00 and 6:00 PM. Registration is now open for each of the seminars, all of which are free of charge.

“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, with two decades of experience. “We look forward to sharing our expertise, and discussing the issues that people are concerned about as the end of the year draws closer, so we can help put them in the best position for retirement.”

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. The sessions provide insights on protecting and growing retirement savings.

In addition, 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 or www.TaxesAndIncome.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 includes advisors Gina Mazzadra, Accredited Retirement Plan Specialist, Retirement Income Certified Professional®; and Alex Cal, Certified Plan Fiduciary Advisor® and Certified Plan Fiduciary Advisor ®. The Fuchs Financial team also includes Josh Kerchis, Retirement Healthcare Benefits Analyst, and Jeff Singer, AFSP (Annual Filing Season Program) credentialed Staff Accountant.

“If you’re interested in a second opinion on your current retirement plan from a first-class team that places a priority on your best interest, that’s what we’re all about,” added Fuchs. “We lead with listening, to understand each individual’s priorities for retirement, and then use scenario-based planning to develop and share a customized financial plan that responds to clients specific goals for retirement.”

Fuchs Financial, with expertise in wealth management, planning and retirement, is regularly featured on local television stations WFSB Channel 3 and WTNH Channel 8, and radio station WTIC in Hartford, and has developed a continuing series of insightful webinars and videos highlighting various aspects of retirement planning.

Fuchs Financial recently launched a new podcast series, "Fuchs Around & Cal Them Out.” Financial advisors Ben Fuchs and Alex Cal share client stories and their expertise to illustrate timely topics impacting retirement and financial planning. The podcast can be accessed on the Fuchs Financial website, TaxesAndIncome.com, or on popular podcast sites including Spotify, Apple Podcasts, iHeart, Rephonic, Listen Notes, Amazon Music and YouTube.

Fuchs Financial’s offices are in Middletown at 213 Court Street, Suite 601; 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 34 Water Street, Suite 6, in Mystic.

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