The Guinan Financial Strategies Group - Essex, CT

From Dreams… To Goals… To Flexibility… To Confidence

My focus is to help you gain confidence in your financial future. Financial confidence strains when we go through major transitions such as retirement and divorce. I specialize in helping people make well-informed key financial decisions. My process begins with understanding your dreams and goals, and together building a path forward with renewed confidence.

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2023 Outlook: Recession, Recovery, and Rebound

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Phone

860.767.2681

Email

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Address

31 North Main Street,
Essex, CT 06426

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2023 Outlook: Recession, Recovery, and Rebound

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News and Insights

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Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

Consider these tax-smart moves

Learn about tax-smart strategies to consider before year-end to make the most out of your money

Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

Investment Risks

Taken by itself, the word "risk" sounds negative. But broken down into what it really stands for in terms of investing, it begins to be

Tax Deferral

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

Could My Family Benefit from a Family Limited Partnership?

Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.

A couple walking on a bridge with their dog

Wells Fargo About Money Podcast

Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money.

What Gifting Strategies Are Available to Me?

There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages.

Your Investments: What Happens Next?

The anticipated reopenings of the U.S. and world economies may signal the next steps in recovery—which could provide opportunities for investors…

Wells Fargo Investment Institute State of the Markets

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...

Wells Fargo Advisors Portfolio Perspectives

Portfolio Perspectives

Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...

COVID-19 - Bringing financial relief to a global crisis

Bringing Financial Relief to a Global Crisis

The fallout of the COVID-19 pandemic is being felt around the world. Wells Fargo is working hard to support its customers, employees, and communities...

Stock Market News

Our market analysts keep you updated on the latest market trends including stock market data, news, market activity, and economic reports in the daily stock...