Greg Lessard, CFP®, CRPC®May 55 minThe Tax Efficiency Of ETFsWant to learn why ETFs are a superior option from a tax perspective? Read this post.
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®Sep 10, 20206 minTax Loss Harvesting Isn't The Panacea Financial Advisors Tout It AsIf you own an asset like property or stock and that asset declines in value compared to the price you paid for it, when you sell that...
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®Oct 16, 20193 min2 Ways To Maximize Your Colorado 529 PlanWe all know that 529 plans can be valuable college education savings tools. What we might not realize is that CollegeInvest, the folks...