Legatum Financial LLC

Legatum Financial LLC

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Sofia Dumansky, CFP, MBA, MSM, LUTCF, CLTC is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT and MA. No insurance business may be conducted outside this/these state(s) referenced. Additionally, Sofia Dumansky, CLTC, MSM, MBA is a Registered Representative of and offe

5 Things 50 Millionaires Wish They'd Known Before They Retired 06/15/2026

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

5 Things 50 Millionaires Wish They'd Known Before They Retired

06/10/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.

06/01/2026

If you have deferred compensation through your employer, here’s something worth knowing before your next enrollment period.

Deferred comp is an unsecured liability — not protected like a 401(k) — and the tax benefit depends entirely on your income bracket at distribution. For many executives, that bracket is higher than expected.

Three questions to ask now — details in the post below.

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Address


100 Northfield Drive Suite 200
Windsor, CT
06095

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm