Skip to main content
menu
  • Home
  • About Us
  • Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Annuities
    • Asset Management
    • Small Business Retirement Plans
  • Learning Center
    • Blog
    • Financial Calculators
    • Useful Links
  • Contact
  • Account Access

Articles

Advisor Websites | Jun 9, 2025

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

Read More
Advisor Websites | Jun 2, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More
Tori Dillon | May 26, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

Read More
Tori Dillon | May 5, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

Read More
Tori Dillon | Apr 28, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

Read More
Tori Dillon | Apr 21, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

Read More
Tori Dillon | Apr 14, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

Read More
Tori Dillon | Apr 7, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

Read More
A person at a desk, using a calculator and writing in a notebook.
Tori Dillon | Apr 2, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

Read More
Tori Dillon | Mar 7, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Tori Dillon | Mar 7, 2024

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Tori Dillon | Mar 7, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More

Plan Your Pathway to Prosperity.

Let's strategize together – schedule a consultation to build a financial plan that aligns with your goals.

Connecticut

31 Liberty Street Ste 306,
Southington,
CT 06489

Tel: 860-863-5550
FAX: 860-863-5553

California

21900 Burbank Blvd 3rd Floor,
Woodland Hills,
CA 91367

Tel: 818-275-7515
FAX: 860-863-5553

Follow

Securities offered through Osaic Institutions, Inc. Member FINRA/SIPC. Serving the clients of AZ, CA, CO, CT, FL, GA, KY, ME, NV, NH, NJ, NM, NY, NC, OR, PA, RI, SC, UT, VT, VA, WA, WI

© 2025 Codiack Financial Services All rights reserved.
Check the background of this investment professional on FINRA's BrokerCheck.