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
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
There’s a link between debt and stress.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here's a breakdown of how the federal government spends your tax money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.