Recent Updates

🥸 IT’S MOUSTACHE MONDAY! 🥸 Things are looking a little different around the Judge & Associates office today… and it’s all for a great cause! We’re kicking off our No Shave CT campaign in support of the Connecticut Cancer Foundation, helping Connecticut cancer patients and their families with everyday living expenses while they focus on what matters most — their health and their families. ❤️ We may look a little ridiculous today (some of us more than others 😂), but there’s a very real purpose behind these moustaches. Throughout November, we’ll be raising money to support cancer patients and families right here in Connecticut — and we’d love your help! 💙 Want to support our No Shave CT campaign? 🥸 Donate here: https://www.NoShaveCT.org Every donation, big or small, helps make a difference for a Connecticut family facing an incredibly difficult time. And now for the important question… Who wears the moustache best?! 😂🥸 Drop your vote in the comments below 👇 — bragging rights are absolutely on the line! #MoustacheMonday #NoShaveCT #ConnecticutCancerFoundation #JudgeAndAssociates #GivingBack #CommunityMatters #Connecticut

What a special evening. ❤️ Last week, we had the opportunity to bring our clients together for our annual Judge & Associates Wealth Management Client Appreciation Dinner. While the dinner is our way of saying thank you to the wonderful people and families who place their trust in our team, this year we also wanted to use the evening as an opportunity to give back to the community we all call home. We asked our guests to consider bringing a donation for Shoreline Soup Kitchens & Pantries, and their generosity did not disappoint. Together, our clients and team donated 51 pounds of food, along with a monetary contribution, to help our neighbors along the Connecticut shoreline. 🥫❤️ As we head into the holiday season, the need for food assistance in our local communities is especially important to keep in mind. For many of us, this time of year means gathering around a table with family and friends — and we believe everyone deserves the opportunity to have food on theirs. We are so thankful to our clients for embracing this effort and helping us support an organization doing such important work right here in our own backyard. If you weren't able to join us but would still like to help, Shoreline Soup Kitchens & Pantries accepts both food and monetary donations. Even a small contribution can make a meaningful difference for a neighbor in need. ❤️ Donate directly to Shoreline Soup Kitchens & Pantries: https://donatenow.networkforgood.org/sskp To everyone who joined us, donated, and helped make the evening so meaningful — thank you. We are incredibly grateful to have clients who care so deeply about the communities we share. — The Judge & Associates Wealth Management Team #ClientAppreciation #GivingBack #ShorelineCT #CommunityMatters #ShorelineSoupKitchens #JudgeAndAssociates

⛳🍁 A beautiful fall day, a little friendly competition, and great company! This past Saturday, we hosted the Judge & Associates Autumn Golf Classic at Blackledge Country Club, bringing together five teams for a fun afternoon on the course. A big congratulations to Peter, Roger, Gene & Nadine, who took home the win! 🏆 And congratulations to Scott, who earned bragging rights for Closest to the Pin! 🎯 Thank you to everyone who joined us. We’re fortunate to work with some truly wonderful people, and getting to spend time together outside of the office makes days like this extra special. And a special thank you to Stephen for putting everything together and planning such a great event for all of us! 👏⛳ Already looking forward to the next one! 🍂 #JudgeAndAssociates #AutumnGolfClassic #ClientAppreciation #FallGolf

Our team at Judge & Associates Wealth Management recently had the opportunity to visit the Chrysalis Center Food Forest at Cosgrove Commons in Hartford, an inspiring example of how a relatively small urban space can make a meaningful impact. Sean, the Food Forest’s master gardener, gave us a tour and shared his extensive knowledge of the growing techniques used to maximize production in a limited space. The Food Forest combines several approaches, including raised garden beds, alley cropping, espalier fruit trees, and a high-density apple orchard. The site includes 45 raised beds with 39 varieties of fruits and vegetables, along with an orchard designed to support seven dwarf apple trees in a compact area. What makes the work even more impressive is what happens with the harvest. The food grown here helps support members of the local community experiencing food insecurity, while produce from the gardens is also incorporated into Chrysalis Center’s catering efforts. The impact extends well beyond growing food. Located behind housing that helps veterans adjust and build skills for greater independence, the Food Forest is part of a larger environment centered on opportunity and community. We learned about veterans participating in the catering program and mentoring young adults who are facing challenges—creating a cycle in which people receiving support can develop skills and, in turn, support others. And the Food Forest is only part of the story. Chrysalis Center also operates an indoor hydroponic growing location, while this outdoor site continues developing into an increasingly sustainable urban ecosystem, with new wildlife making its home there. We’re grateful to Sean for sharing his knowledge, enthusiasm, and vision with us, and to Chrysalis Center for inviting Judge & Associates Wealth Management to see firsthand the work we’re proud to support. It was a great reminder that a garden can grow much more than food—it can grow skills, opportunity, connection, and community. 🌿🍎 #ChrysalisCenter #JudgeAndAssociates #HartfordCT #FoodForest #CommunityImpact #UrbanAgriculture #FoodSecurity #Sustainability #SupportingOurCommunity

✨ An Evening of Inspiration, Gratitude & Giving Back ✨ We’re still smiling after such a wonderful evening at our Annual Client Appreciation Dinner featuring renowned keynote speaker and bestselling author Ben Nemtin! A heartfelt thank you to all of our clients and guests who joined us. Ben shared his inspiring message about the power of the bucket list—encouraging us to think about what we truly want to accomplish in our lives, prioritize the things that matter most, and take meaningful steps toward making them happen. As co-founder of The Buried Life and author of What Do You Want to Do Before You Die?, Ben has inspired people around the world to dream bigger, take action, and help others along the way. We were thrilled to have the opportunity to share his message with our clients. The evening was also about giving back. ❤️ Thanks to the generosity of everyone who attended, we raised more than $655 for the Connecticut Humane Society, in addition to all of the wonderful donated items collected at the event! 🐾 We are incredibly grateful to everyone who contributed and helped make a difference for animals in need throughout our community. And for those who would like to experience Ben’s message again—or weren’t able to join us that evening—a video of his presentation will be shared with our clients soon! 🎥 Most importantly, thank you to our clients. Your trust and relationships mean so much to our entire team, and evenings like this are one of our favorite opportunities to spend time together, connect outside of the office, and show our appreciation. Here’s to dreaming big, helping others, and checking a few more things off our bucket lists! 🪣✨ #ClientAppreciation #BenNemtin #BucketList #ConnecticutHumaneSociety #GivingBack #Judge&AssociatesWealthManagement

Medicare is one of those topics that can get confusing pretty quickly. Between the different parts, plan options, costs, and enrollment decisions, there’s a lot to navigate. We wanted to share a great resource available through Janney. We’ve partnered with ClearMatch to help clients compare Medicare options and connect with licensed insurance agents who can guide them through the process at no cost or obligation. If you have questions about Medicare or know a friend or family member who could use some help navigating their options, please feel free to reach out to us. We’d be happy to help point you in the right direction. #Medicare #RetirementPlanning #FinancialPlanning #Janney

Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.

A little sunshine, a few good swings, and plenty of laughs! ⛳☀️ Adam and Stephen recently enjoyed a great day out at Quarry Ridge Golf Course in Portland, CT, spending some time on the course with wonderful company. Days like this are a great reminder that some of the best connections happen outside the office. Thanks to everyone who joined us and made it such a fun day! Here’s to good golf, great company, and hopefully a few more fairways before the season is over! 🏌️‍♂️🏌️‍♀️ #Judge&AssociatesWealthManagement #GolfDay #QuarryRidge #PortlandCT #ConnecticutGolf #GreatCompany

We are thrilled to celebrate Donna Judge on being named to the 2026 Forbes Best-in-State Wealth Advisors and 2026 Best-in-State Women Wealth Advisors lists! 🎉 These well-deserved recognitions reflect Donna’s unwavering commitment to her clients and the care, dedication, and personalized guidance she brings to every relationship. Her passion for helping clients pursue their financial goals is at the heart of everything she does. Please join us in congratulating Donna on this exciting achievement! 👏

🎉 Exciting News! 🎉 The Judge & Associates Wealth Management team is proud to announce that Stephen Shaw has officially earned the title of Financial Advisor! 👏 Many of you already know Stephen from his role as our Registered Private Client Associate, and we're excited to see him take this next step in his career. As a Financial Advisor, Stephen will continue helping clients pursue their financial goals through personalized guidance and comprehensive wealth management strategies. 📈💼 We have no doubt that Stephen will excel in this new role and continue making a positive impact on both our clients and our team. Please join us in congratulating Stephen on this well-deserved achievement and wishing him continued success in this exciting new chapter! 🎊🎉 Congratulations, Stephen! 👏🥳

Judge & Associates Wealth Management is proud to support Save A Suit through our recent business attire collection drive. Save A Suit is a nonprofit organization dedicated to providing former military personnel and transitioning service members with professional attire and the confidence they need to secure meaningful employment. The organization understands the challenges veterans often face when transitioning to civilian careers or entering the workforce for the first time. Through local events, partnerships with veteran organizations, and its National Shipping Program, Save A Suit has distributed thousands of suits and professional clothing items to veterans across the country, including those in remote and underserved communities who may not have access to in-person events. 🎖️🤝 Through the generosity of our office, we were able to provide professional clothing that can help veterans walk into interviews with confidence and open doors to new career opportunities. 👔✨ We are honored to support an organization that empowers those who have served our country and helps them take the next step toward professional success. 🇺🇸 If you would like to support Save A Suit's mission, you can donate professional attire, make a financial contribution, or learn more about their programs at: 👉 https://www.saveasuit.org Together, we can help our nation's heroes look their best, feel confident, and succeed in the next chapter of their careers. ❤️🤍💙 #JudgeAndAssociates #SaveASuit #VeteranSupport #SupportOurVeterans #GivingBack #CommunityImpact #CareerSuccess #ProfessionalAttire #Patriotism

Recent updates are reshaping how families can use and benefit from 529 plans. With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.

Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.

We had an amazing time hosting our Art from the Heart Paint Night 🎨✨ Spending the evening together at Chip’s Pub in Clinton reminded us how special this community truly is ❤️. To us, our clients are so much more than that—you’re part of our extended family 🤗 Seeing everyone come together to laugh, create, and connect made the night incredibly meaningful. A heartfelt thank you to the talented Cindy Stevens Fine Art for guiding us through such a beautiful coastal painting 🎨🌊, and to each of you who joined us and made the evening so much fun! And the food & drinks were fantastic too 🍽️🍹—Chip’s Pub - Clinton, CT never disappoints! We’re also proud to share that we made a $250 donation to support Clinton residents through the Shoreline Soup Kitchen 💙 Giving back to the community that gives us so much is truly important to us. Moments like these are why we do what we do 💙 Building strong financial futures is important, but building relationships and supporting the community we care about is what truly matters. We’re so grateful for all of you 🙏 and already looking forward to the next time we can gather together. With gratitude, Donna, Adam, Stephen, Lisa & Brent #CommunityMatters #ArtFromTheHeart #LocalEvents #ClintonCT #ShorelineCT #SupportLocalArtists #CindyStevensArt #CommunityConnections #LocalBusinessLove #JanneyMontgomeryScott #ChipsPubClinton #DineLocalCT #GiveBack

We had an amazing time hosting our Art from the Heart Paint Night 🎨✨ Spending the evening together at Chip’s Pub in Clinton reminded us how special this community truly is ❤️. To us, our clients are so much more than that—you’re part of our extended family 🤗 Seeing everyone come together to laugh, create, and connect made the night incredibly meaningful. A heartfelt thank you to the talented Cindy Stevens Fine Art for guiding us through such a beautiful coastal painting 🎨🌊, and to each of you who joined us and made the evening so much fun! And the food & drinks were fantastic too 🍽️🍹—Chip’s Pub - Clinton, CT never disappoints! We’re also proud to share that we made a $250 donation to support Clinton residents through the Shoreline Soup Kitchen 💙 Giving back to the community that gives us so much is truly important to us. Moments like these are why we do what we do 💙 Building strong financial futures is important, but building relationships and supporting the community we care about is what truly matters. We’re so grateful for all of you 🙏 and already looking forward to the next time we can gather together. With gratitude, Donna, Adam, Stephen, Lisa & Brent #CommunityMatters #ArtFromTheHeart #LocalEvents #ClintonCT #ShorelineCT #SupportLocalArtists #CindyStevensArt #CommunityConnections #LocalBusinessLove #JanneyMontgomeryScott #ChipsPubClinton #DineLocalCT #GiveBack

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

Register now for our next PlanWise webinar, The Annual Policy Pulse, featuring Lance Schoening, Director of Policy-Government Relations at Principal Financial Group®️. Lance will cover critical updates on SECURE 2.0 Act provisions taking effect in 2026 and how recent elections could influence future retirement legislation. You won’t want to miss this! Click the link to register now.

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.