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    The Tax Efficiency Of ETFs
    Greg Lessard, CFP®, CRPC®
    • May 5
    • 5 min

    The Tax Efficiency Of ETFs

    Want to learn why ETFs are a superior option from a tax perspective? Read this post.
    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...
    Tax Loss Harvesting Isn't The Panacea Financial Advisors Tout It As
    Greg Lessard, CFP®, CRPC®
    • Sep 10, 2020
    • 6 min

    Tax Loss Harvesting Isn't The Panacea Financial Advisors Tout It As

    If 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...
    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.
    2 Ways To Maximize Your Colorado 529 Plan
    Greg Lessard, CFP®, CRPC®
    • Oct 16, 2019
    • 3 min

    2 Ways To Maximize Your Colorado 529 Plan

    We all know that 529 plans can be valuable college education savings tools. What we might not realize is that CollegeInvest, the folks...

    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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