News & Updates

October 24th, 2025 the Guided Financial Strategies (GFS) team had an absolutely fantastic time getting into the autumn spirit at our annual Client Appreciation Event at Pumpkintown USA! It was a beautiful fall day, and the perfect opportunity to connect with so many of our valued clients. We truly enjoyed the festive atmosphere, taking a scenic hayride through the charming Pumpkintown village and enjoying a relaxing stroll around the wonderfully decorated town. Events like th

What a truly delightful evening we had recently, cruising along the beautiful Mystic River aboard the historic Sabino! The team at Guided...

What a truly delightful way to celebrate the special women in your lives! The Guided Financial Strategies team recently hosted a Mother's...

New planning opportunity is now available this year that could significantly boost your retirement funds! Specifically, individuals age 60 to 63  can now take advantage of higher catch-up contributions  in their retirement plans. This increased amount is equal to 150%  of the standard catch-up limit. Here's a quick overview of the 2025 catch-up contribution amounts: Age 50-59: SIMPLE IRA: $3,500 401(k): $7,500 Age 60-63 (The "Super Catch-Up" Years): SIMPLE IRA: $5,250  (150%

We recently hosted a fascinating post-election update with Frank Kelly, a policy expert from DWS. We dove deep into the evolving...

Retiring from a long career at General Dynamics is a significant milestone. As you transition into this new chapter, it's crucial to...

Another successful event held at Pumpkintown U.S.A in East Hampton, Connecticut. This was our second annual event and we look forward to...

Individuals who hold the AWMA™ designation have completed a course of study encompassing wealth strategies, equity-based compensation...

Hello Friends, We have exciting news!  On September 7th team Ready.Set.Beaux! wrapped up another successful ride supporting Yale New...

Hi Friends!   It’s that time of year again for our participation in Smilow Yale Closer to Free charity ride. This year’s ride will take...

On 7/18 we were at Crystal Ridge Winery in South Glastonbury for live music & some drinks on the patio with our clients. It was a success...

On May 9th it was a lovely evening at The Flour Girl in Hebron, CT creating beautiful Charcuterie Boards with Make Food Lovely . It is...

GFS and others helped 300+ families bring Christmas to their children in 2023. Happy Holidays!

Hi Friends! As many of you are aware Julie, Seth and myself have been riding in the Yale New Haven Smilow Closer to Free fundraiser for...

On Thursday April 27th we had the honor of having the GFS kids being out to work for honor of "Bring your kid to work day". We hope you...

Learn about life insurance, your way. Choose where you’d like to begin: https://view.ceros.com/prudential/liam2022/p/1

Lets Ride or support those who are! The Dickinson Family are a little under a month away from their 2nd annual charity ride in Closer to...

Congratulations to our Administrative Associate, Paige Griffin & Mike Romyns on their wedding in Ireland on the 27th of July! Cheers to...