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Articles

Watercolor style picture of 5 carrots sprouting from the ground.
Mark Sheptoff | May 5, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Older couple embracing on a boat overlooking a body of water
Mark Sheptoff | May 5, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Mark Sheptoff | May 5, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Mark Sheptoff Financial Planning, LLC is a registered investment advisor with the State of Connecticut and with the NASD. Mark Sheptoff is the managing member of Mark Sheptoff Financial Planning, LLC and may serve clients in Connecticut and other states. A copy of the disclosure form (ADV parts I and II) is available upon request. This form contains complete information on the services offered, the fee schedules and the background of Mr. Sheptoff. The purpose of this site is to provide general information and is not intended to render specific investment of financial planning advice. For specific recommendations for your planning needs please consult your advisor, accountant, or attorney.

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