440 Wheelers Farms Road
3rd Floor
Milford, CT 06460
(203) 903-9000

Randolph Bach Financial

Helping People Build and Protect Wealth™

Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money


Staying abreast with a constantly changing world is a difficult task. Of the numerous money decisions that you will face and must make, choosing which ones are right for you, can be complex and very time consuming, and in most cases irrevocable. Information overload can lead to indecision and financial paralysis.

At Randolph Bach Financial we utilize a process that empowers our clients to take full control and overcome the complexity of their financial lives. We do this, by providing a financial strategy that creates optimal conditions so they may achieve financial balance.

By engaging RBF and our planning process you will:

  • Get the Right Advice. 
  • Get Organized.
  • Know the Real Truth.
  • Achieve Financial Balance.

Randolph Bach Financial, we've been helping people build and protect wealth, since 1986.

"It's not about how much money you make...It's about how much money you keep!"

-Brian R. Bach


Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?


How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

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