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                          Money Mindfulness                                        Insurance & Investment Strategies                                              Michael D'Apice                                                                           14 Mohawk Drive, Collinsville, CT. 06019                                                                           Phone 860-693-4919 | Cell 860-306-0096 | mdapice@cfsllc.com

Michael says, “While taking the first step is commendable...without direction it is still called ‘wandering’.”

Celebrating over 40 years of client-centric mentoring and service!

Retirement Accounts When You Change Your Job 18 Years Worth of Days How to Bake a Pie-R-A Preparation is the Key to Retirement

Money doesn’t come with an owner’s manual. 
That’s why we’re here.

There’s no GPS that will lead you to financial security. And the truth is, the road to getting there can be longer and bumpier than ever before. The ever-growing forest of products, services and strategies in today’s marketplace doesn’t make the journey any easier — just more confusing.

The good news is, we’re here to help. Whether you’re looking for effective ways to build long-term wealth, protect yourself and your family or develop a plan for retirement, we’ll help you find the smoothest, most stress-free path to get from here to your financial goals. 

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Is financial stress undermining your well-being?

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Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

You received an inheritance — now what?

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Gap Insurance for Leased Cars

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Financial confidence boosters for women in midlife

Five things women in midlife can do to help boost their financial confidence. 

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Key Considerations When Designing a Retirement Plan

For many business owners today, retirement planning is important for both their own and their employees’ financial future

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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Watch this fun video for tips on how to search for missing money.

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Do you know how to set up your financial goals for success? This knight does.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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