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Valenti Wealth Management

3 Forest Park Drive

Farmington, CT 06032


Welcome to the Valenti Wealth Management Blog. Here you will find news, opinions, insights and thought leadership written by our professionals.

Friday, May 26, 2023

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little...

Monday, May 22, 2023

In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant portion of Americans withdrawing money from their 401(k)s when they change...

Monday, May 15, 2023

Many people know that life insurance is important to have, and yet not enough actually get it. Some decide they’ll get it later in life while others feel it’s a waste of money because they don’t have any health issues...

Monday, May 8, 2023

Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, "April showers bring May flowers", and this sentiment can also apply to your financial life...

Monday, May 1, 2023

As a physician, you've devoted a lot of time to educating yourself, building a career, and providing top notch care that enriches your patients lives, and in the midst of all that, it can be easy to overlook your finances. To ensure...

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Friday, April 21, 2023

As a physician, you understand your medical specialty inside and out, but at the same time, you also need to be able to handle the financial challenges associated with your industry. That may include juggling a lot of student and...

Monday, April 17, 2023

The SECURE 2.0 Act, passed as part of an omnibus spending bill in December 2022, added new exceptions to the 10% federal income tax penalty for early withdrawals from tax-advantaged retirement accounts. The Act also expanded an...

Monday, April 10, 2023

Most people know that once they approach retirement age, their reward for years of work comes from Social Security payments they put money towards during their employment. Deciding when to file for your Social Security payments is...

Saturday, April 1, 2023

When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who took the lid off of a jar releasing all of the world’s ills upon the world, were taxes one of them?), or the Tale of...

Saturday, March 25, 2023

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than men. That's important because it means that there's a greater chance that you'll need your assets to last...

Saturday, March 18, 2023

For many women, working toward financial independence is more difficult. Obstacles women face include having a longer life expectancy than men which will require more savings for retirement, spending fewer years in the...

Monday, March 13, 2023

As an entrepreneur, there are multiple demands on your time and matters that require prioritizing. But while you're juggling strategic planning decisions for your business, don't forget about one of the most important factors of its...

Monday, March 6, 2023

Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors that determine how much SS tax you pay, depending on your circumstances, include:

Monday, February 27, 2023

At any age, health care is a priority. But when you retire, you should probably focus more on health care than ever before. That's why it's particularly important for women to factor in the cost of health care, including long-term care...

Thursday, February 9, 2023

No matter what time of year it is, staying on top of your tax preparation is always a good idea. Here are 7 tips to keep in mind as you prepare for tax filing.

Thursday, February 9, 2023

If you're thinking about working in retirement, you must consider a few things before making your decision. As you get older, the question of when to collect Social Security retirement benefits and how your monthly payment may be important.

Monday, February 6, 2023

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key infor

Thursday, January 26, 2023

Spring cleaning doesn’t have to be a dreaded time of year. If you’ve added decluttering to your list of spring cleaning tasks, this seven-day challenge will get your home tidy and organized in no time—and with little to no added stress.

Thursday, January 19, 2023

Financial wellness is living a healthy economic life for yourself and feeling good about your financial situation. It is also an essential part of taking care of yourself and those around you.

Thursday, January 12, 2023

Are You Fiscally Fit? 5 Ways to Check the Health of Your WealthJust as it is important to be physically and mentally fit, it is also important to be fiscally fit. Fiscal fitness is not only about how much money you earn or the...