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    Be Careful Accelerating Debt Payoffs
    Greg Lessard, CFP®, CRPC®
    • Apr 13, 2021
    • 6 min

    Be Careful Accelerating Debt Payoffs

    "I want to pay off my house so I'm paying extra on my mortgage" the client beamingly states with confidence. Financial advisors get this...
    3 Ways To Get More Out Of Your Roth IRA
    Greg Lessard, CFP®, CRPC®
    • Feb 24, 2021
    • 6 min

    3 Ways To Get More Out Of Your Roth IRA

    Roth IRAs provide tax-free income in retirement. In general, the more money an investor can get inside a Roth IRA, the better. In order...
    How The SECURE Act Affects Financial Planning
    Greg Lessard, CFP®, CRPC®
    • Feb 21, 2020
    • 8 min

    How The SECURE Act Affects Financial Planning

    The new SECURE Act of December 2019 affects a majority of our clients. Click to read if you might feel the impact as well.
    How A Health Savings Account Can Provide Massive Tax Value
    Greg Lessard, CFP®, CRPC®
    • Dec 20, 2019
    • 8 min

    How A Health Savings Account Can Provide Massive Tax Value

    HSAs are confusing, but many people qualify for these amazing accounts and their impressive tax benefits.
    I Saved $80,000 In 3 Years. Here's How I Did It.
    Greg Lessard, CFP®, CRPC®
    • Jun 25, 2019
    • 3 min

    I Saved $80,000 In 3 Years. Here's How I Did It.

    Read the things I did as well as avoided on my savings journey.
    How A Reverse Mortgage Can Improve Cash Flow And Your Financial Plan
    Greg Lessard, CFP®, CRPC®
    • Mar 18, 2019
    • 7 min

    How A Reverse Mortgage Can Improve Cash Flow And Your Financial Plan

    You might not have heard much about reverse mortgages outside of AARP or daytime tv commercials. They mostly fly under the radar for...

    Aspen Leaf Wealth Management, PBC is a fee-only Registered Investment Advisor (RIA). We are based in beautiful Golden, Colorado and regulated by the Colorado Division of Securities. Throughout this site, we went out of our way to present unbiased data believed to be from reliable and respected sources. However, its accuracy, completeness, and relevance are not guaranteed and no responsibility is assumed for errors or omissions. This is especially true as new information emerges and the investing landscape evolves. Last, we encourage you to remember the old adage, historical risk and return is no guarantee of future results. Enjoy your visit and thank you for stopping by!

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