Understanding Today's Financial Environment
Welcome, we're InnoVest Financial Services, LLC, a financial organization in Enfield, CT. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.Services We Offer Meet the Team Contact Us
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
To choose a plan, it’s important to ask yourself four key questions.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know these three personal finance sayings?
You’ve made investments your whole life. Work with us to help make the most of them.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.