First Litchfield Investments, LLC

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Consider a Roth Conversion for Tax-Free Income

Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Money Market Funds in a Low Rate Environment

Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
Could You Be Responsible for Your Parents’ Nursing Home Bills?

Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
Return of Premium Life Insurance: Protection and Cash Back

This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Savings Accumulation

Estimate the future value of your current savings.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.