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200 Mountain Road Suite 2
Farmington, CT 06032

Phone:

  • 860-674-0603
  • E-mail address: lpennell@pennellwealth.com
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    Contact Us

    Please feel free to contact us with any questions.

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    Calculators

    You can review interesting calculators on my site.

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    Videos

    We have interesting videos for you to watch on my site.

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    The Latte Habit

    How little things can add up over time.
    More Videos »

    Newsletters

    • HOT TOPIC: The SECURE Act and Your Retirement Savings

      A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.

    • Running with the Dogs

      See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.

    • Retirement Savings: Traditional, Roth, or Both?

      How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?

    • Municipal Bonds

      Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.

    More Newsletters »

    Calculators

    • Long-Term Care Self Insurance

      Will you be able to afford nursing home care?

    • Mortgage Refinancing

      Determine whether you should consider refinancing your mortgage.

    • Estate Taxes

      Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

    • Working While Collecting Social Security Benefits

      What will my net Social Security benefit be?

    More Calculators »

    Check the background of your financial professional on FINRA's BrokerCheck.

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Pennell Wealth Advisors are separate entities from LPL Financial.

    The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CT, CA, FL, GA, IL, ME, MA, MN, NH, NJ, NM, NY, NC, OH, PA, RI, SC, SD, UT, VT, VA

    CRPC conferred by The College for Financial Planning. 

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