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Blog

Passive Income Investments: How to Make Your Money Work for You
Delta Wealth Management | Apr 1, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Finance
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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The Pros and Cons of Investing in a 529 Plan for College
Delta Wealth Management | Mar 1, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Education
Investments
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Selling Your Home After Retirement: The Benefits of Downsizing
Delta Wealth Management | Feb 1, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Office

48 Main Street
Suite E
Old Saybrook, CT  06475

Contact Info

E: tpotts@deltawealthmgmt.com
P: 860-321-6250

Get in Touch

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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