Brandon S. Pepe, CFP®, Financial Advisor

2319 Whitney Avenue, Suite 5A
Hamden, CT 06518

203.288.2990 x139

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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Athlete

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Client

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Self-Employed Retirement Plans

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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An Inside Look at Retirement Living

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

Consequences

Make more informed financial decisions with the W&R Wealth Management Site. I can show you how.

Creative Planning

Turn insight into action with the W&R Wealth Management Site’s creative planning tools.

Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.

Elder Care

They may not admit it, but as your parents age they might need your financial help.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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