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200 Mountain Road Suite 2
Farmington, CT 06032

Phone:

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

    • Videos

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    Calculators

    You can review interesting calculators on my site.

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    Flipbooks

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    Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

    When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.
    More Videos »

    Newsletters

    • Do Target-Date Funds Hit the Bull’s-Eye for You?

      More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.

    • Qualified Longevity Annuity Contracts (QLACs)

      Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.

    • Steps to Help Lower Capital Gains Taxes

      Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.

    • Why Americans Are Eating Out Less Than Ever

      Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.

    More Newsletters »

    Calculators

    • LTCI Cost of Waiting

      Estimate the potential cost of waiting to purchase a long-term care insurance policy.

    • Disability Income Insurance

      How much Disability Income Insurance do you need?

    • Cash Flow Analysis

      This Cash Flow Analysis form will help you weigh your income vs. your expenses.

    • Life Insurance

      How much life insurance would you need to produce a sufficient income stream for your family?

    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, IN, ME, MA, MI, MN, NH, NJ, NY, NC, PA, RI, SC, UT, VT, VA

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