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

Randolph Bach Financial

Helping People Build and Protect Wealth™

 
Brexit Strategy Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Welcome!

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

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Whole Life: The Key to Unlocking your Retirement

Whole Life: The Key to Unlocking your Retirement

Imagine a retirement without having to worry about money? Well, it’s possible.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

 

How Solid is Your Offensive Line?

As quarterback of your life, here’s a fun way to think about protecting your financial future.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

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Should I Pay Off Debt or Invest?

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Annuity Comparison

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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5 Smart Investing Strategies

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

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

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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Rightsizing for Retirement

What does your home really cost?

Retiring the 4% Rule

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

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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