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Greg Lessard, CFP®, CRPC®
Apr 13, 20216 min read
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...
Greg Lessard, CFP®, CRPC®
May 17, 20206 min read
Understanding Your Personal Cash Flow
Using software to gauge where money goes each month helps us better see big picture financial trends.
Greg Lessard, CFP®, CRPC®
Dec 20, 20198 min read
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.
Greg Lessard, CFP®, CRPC®
Jun 25, 20193 min read
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.
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