Financial Insights Blog – Practical Tax & Money Tips for Connecticut

Welcome to the Carollo & Associates Financial Insights Blog, your go-to resource for straightforward advice on taxes, accounting, and investment planning. Our goal is simple: provide clear, practical tips to help you manage your money with confidence—whether you’re a business owner in Glastonbury, a family in Portland, or planning for retirement in Middletown.

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674 Glastonbury Turnpike, Portland, Connecticut 06480, United States

Not located in Connecticut? We may be able to assist—contact us to learn more about our availability in your state.

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Email: joe@carollofinancial.com

Phone: 860-633-8300

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Content on this site is for informational purposes only and is not intended as specific tax, legal, or investment advice.

Please consult your legal or tax professional regarding your individual situation.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.
Investment advisory services offered through Avantax Advisory Services℠.
Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provides investment products and services through its representatives.

Although Avantax Wealth Management℠ does not provide tax or legal advice or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business.

Investment products are not FDIC insured, not bank guaranteed, and may lose value.
Insurance products are issued by third-party carriers; guarantees are based on the claims-paying ability of the issuing company.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Not all investments and services mentioned are available in every state.

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