Thank you for visiting! Please check back frequently as we post updates about the market, geopolitical issues and other timely/informative information. As always, if anything catches your attention and you would like to discuss further, please reach out! You can schedule a time to chat by clicking here!
Katrina C. Lessard, CFP®, AEP® |
Thursday, December 7, 2023
Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics, I’m reminded of a quote from Warren Buffett’s long-time partner and one of the greatest investors...
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Katrina C. Lessard, CFP®, AEP® |
Thursday, November 30, 2023
Medicare Open Enrollment is coming to a close, so if you are considering making a change to your plan, it's time to take action. Changes you make during 2023 open enrollment go into effect on January 1, 2024. Here are a few factors...
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Saturday, November 25, 2023
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...
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Katrina C. Lessard, CFP®, AEP® |
Friday, June 23, 2023
The U.S. Department of Education has officially announced that student loan payments will resume in October, ending the three-year-long pause that was implemented due to the pandemic.Starting September 1, interest will begin accruing...
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Katrina C. Lessard, CFP®, AEP® |
Monday, May 1, 2023
I wanted to take a moment to update you on the potential changes to Social Security benefits for 2024. As I'm sure you know, the Social Security Administration calculates annual cost-of-living adjustments (COLA) based on the Consumer...
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