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

Randolph Bach Financial

Helping People Build and Protect Wealth™

 
A Fruitful Retirement: Your Social Security Benefit Let's Chat From Boats to Brokers Jane Bond: Scaling the Ladder

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

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

Bursting the Bubble

Bursting the Bubble

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

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

 

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Choosing a Business Structure

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

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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.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

My Retirement Savings

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

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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.

An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

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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.

Safeguard Your Digital Estate

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

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Bursting the Bubble

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

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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