In The News

WTNH News Channel 8 - December 30, 2007
With the New Year upon us it's a good idea to get an early start on your taxes. Jim Coleman the President of The Coleman Financial Advisory Group has some potentially tax saving tips for both individuals and businesses. 

   Watch his  interview with Matt Scott on News Channel 8. 
   (5 minute video clip) 

Preparing for Financial Disasters – October 2007
Building a “financial preparedness kit” can help consumers reduce potential money woes that often accompany life’s unexpected turns. Read Jim Coleman’s suggestions for mitigating financial problems often associated with such circumstances as death, divorce, bankruptcy, loss of a job, unexpected household expenses or paying for long term care. 

Credit Crunch – September 2007
We keep hearing that getting credit is much harder now that lenders are tightening their belts.  But what kind of affect does this credit crunch really have on the ordinary man or woman?  Read here for Jim Coleman’s useful tips to surviving a credit crunch.

“Affluenza” Puts People at Risk – August 2007
Keeping up with Joneses is getting harder to do and it’s putting people at risk for developing serious financial ailments. Read Jim Coleman’s recommendations for combating the urge to spend and getting back on track for a healthy fiscal prognosis. 

Keeping Emotions Out of Investing – August 2007
Recent investor behavior has Jim Coleman scratching his head and remembering Yogi Berra’s famous quote, “it’s like déjà vu all over again." Click here to read four time-tested suggestions that Coleman believes could help investors avoid making irrational investment decisions during a volatile market. 

e-Media Wire – July 2007
The Baby Boomers are beginning to retire -- but many have not saved enough to stop working permanently. Veteran advisor Jim Coleman, discusses the Reliability of Income and what that means to your retirement planning. His news release was distributed via e-Media Wire to journalists and bloggers across the country, including Yahoo! News. Coleman was also interviewed by PR Web – listen to the interview here (pod cast). 

Realizing the New ROI in Your Golden Years – July 2007
Jim Coleman helps investors understand that the New ROI…Reliability of Income…during retirement means developing a solid plan to ensure that your money doesn’t run out before you do. “What many investors don’t understand is that accumulating wealth for retirement is vastly different than distributing that wealth to provide a comfortable lifestyle for themselves,” says Coleman. Read six tips to help make your money last.

Research magazine – June 2007
In this magazine for financial advisors, Jim Coleman shares his concern over what he calls the IRD tax ticking time bomb. “Without proper planning and forethought, a family could lose a good portion of their estate planning benefits. The government could end up confiscating 35 percent to 60 percent of the wealth they hoped to pass on to their heirs,” says Coleman. Download the full article.

Estate Planning in Five Easy Steps – May 2007
“If you own anything with value, from money, stocks and property to jewelry and collectibles, you have an estate that needs to be properly planned,” Coleman says. Putting it off could spell disaster. Jim Coleman explains the essentials of preparing an estate plan.  Read more.

Connecticut Magazine – 2005 
Jim Coleman was featured in the article: Connecticut’s Own Financial Advisor as a financial professional that stands out from the multitude of investment firms and advisors. “The value I bring to a client is truly listening to their concerns and objectives,” says Coleman. Read the full article here.