Consumer Resources


Consumer Resources

Tools and Resources

You've got financial questions - we've got answers!

Take a look at our resources below and, when you're ready, sit down with one of our 6,000 CTCPA members to get financial advice tailored to your personal, family, and business finance situation. 

        
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Money Management Advice

5 Things to Know About Reverse Mortgages
A reverse mortgage is a type of loan that allows you to cash out the equity in your home. Many seniors turn to them to enhance their spending money in retirement, but they may not be right for everyone. The Connecticut Society of CPAs highlights...
Four Tips for Millennials to Prepare for Retirement
When was the last time you thought about your ideal retirement? If it’s not top-of-mind, don’t sweat it – you’re not alone. For many young people, it’s hard to imagine retiring when it’s so far away. However,...
What Will That New Job Cost Me?
People change jobs for a wide variety of reasons, including a higher salary, better opportunities, family concerns or a desire to relocate, among others. If you’re contemplating a new job, it’s important to consider whether the...
Maintaining a Happy Multigenerational Home
Remember when parents, children, and grandchildren all lived together in one home? Well, that trend has definitely returned. Almost 61 million Americans—or 19 percent of the population—live in homes that include two or more adult...
Five Tips for Dealing with Debt
Does it seem like your bills keep piling up no matter how hard you work to pay them off? If so, that’s not too surprising. Americans’ total outstanding credit card debt recently rose above $1 trillion for the first time since 2007,...
Money Mistakes Made by Millennials
It’s natural to have uncertainties when it comes to money, especially when you’re young, but how are Millennials doing with financial management? Most of this group, born roughly between 1981 and 1997 , doesn’t feel financially...
Taxes and Your Summer Job
Is your teenager planning to get a job this summer? About one-third of kids between 16 and 19 work during their summer break, according to the Pew Research Center. But what do they need to know about the financial side of life in the workforce?...
Tragedy Doesn't Keep a Schedule
By CTCPA Past President John Turgeon, CPA, HCS, CohnReznick
Building a sound plan for ourselves and our family is surely important, but executing against that plan with a sense of urgency and the help of experienced professionals is even...
Are You Ready for Retirement?
By Mike Lynch, CFP, Barnum Financial Group
A half a century ago Jimi Hendrix asked boomers, “Have you ever been experienced.” Today, those same boomers are being asked, and are asking themselves, are they ready to retire and enjoy...
What If I Need to Amend a Tax Return?
You completed your tax return and submitted it on time. But while you thought tax time was behind you, suddenly you realize that you made a mistake on your return. What can you do? Don’t panic: There is a process for amending your return if...

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