The professionals at Bigman Consulting Services, LLC, in South Windsor, are helping clients address their financial goals through a comprehensive financial services approach. Jay Bigman brings knowledge and enthusiasm to his work that is truly rare. As a financial advisor he has attained important securities licenses series 7; 24; 63; 65 and the Life and Variable Insurance licenses.
What this means to you as an investor is two things: First, Jay is a thoughtful person who has the experience. Second, Jay is constantly studying to learn more and pass the knowledge on to his clients. Jay listens to you. Jay will help you implement your strategy. Our office provides retirement planning services, divorce financial planning and asset analysis as well as providing financial strategies using mutual funds, fixed income, stocks, life insurance and annuities. In short, Jay Bigman can assist you with your financial goals. The services is informal and personal, but the depth of knowledge and experience will quickly earn your confidence.
Please feel free to read the articles and use the calculators that are posted on this site. If we can be of any further assistance, please do not hesitate to call us at 860-644-9834 or email us at firstname.lastname@example.org
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Knowing the rules may help you decide when to start benefits.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A bucket plan can help you be better prepared for a comfortable retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Here are five facts about Social Security that might surprise you.