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Farmington, CT 06032

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  • E-mail address: lpennell@pennellwealth.com
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    Videos

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

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    Flipbooks

    You can review interesting Flipbooks on my site.

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    Calculators

    You can review interesting calculators on my site.

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    3 Potential Benefits of Dollar-Cost Averaging

    Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
    More Videos »

    Newsletters

    • Why Family Businesses Should Have Succession Plans

      Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?

    • 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.

    • Living Benefits Can Help Counter Retirement Risks

      Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.

    • Accumulating Funds for Short-Term Goals

      Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.

    More Newsletters »

    Calculators

    • Disability Income Insurance

      How much Disability Income Insurance do you need?

    • Life Insurance

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

    • Required Minimum Distributions

      Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

    • Estate Taxes

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

    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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