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®May 18, 20206 minUnderstanding Your Personal Cash FlowUsing software to gauge where money goes each month helps us better see big picture financial trends.
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.