Greg Lessard, CFP®, CRPC®Apr 13, 20216 minBe 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...
Greg Lessard, CFP®, CRPC®Feb 24, 20216 min3 Ways To Get More Out Of Your Roth IRARoth IRAs provide tax-free income in retirement. In general, the more money an investor can get inside a Roth IRA, the better. In order...
Greg Lessard, CFP®, CRPC®Feb 21, 20208 minHow 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.
Greg Lessard, CFP®, CRPC®Dec 20, 20198 minHow A Health Savings Account Can Provide Massive Tax ValueHSAs are confusing, but many people qualify for these amazing accounts and their impressive tax benefits.
Greg Lessard, CFP®, CRPC®Jun 25, 20193 minI 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.
Greg Lessard, CFP®, CRPC®Mar 18, 20197 minHow A Reverse Mortgage Can Improve Cash Flow And Your Financial PlanYou might not have heard much about reverse mortgages outside of AARP or daytime tv commercials. They mostly fly under the radar for...