Blog

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!

How to Buy I Bonds Direct from the Treasury

Tuesday, May 17, 2022

Katrina C. Lessard, CFP®, AEP® | Tuesday, May 10, 2022

Twitter Takes the Poison Pill

Katrina C. Lessard, CFP®, AEP® | Friday, April 22, 2022

What's This Talk About a Recession?

Katrina C. Lessard, CFP®, AEP® | Wednesday, April 6, 2022

April Is Financial Literacy Month

Katrina C. Lessard, CFP®, AEP® | Saturday, April 2, 2022

Inflation’s Overreach

Katrina C. Lessard, CFP®, AEP® | Monday, March 28, 2022

Medicare General Enrollment Ends on March 31st

Katrina C. Lessard, CFP®, AEP® | Friday, March 25, 2022

Staying Positive

Wednesday, March 23, 2022

A Challenging Start to 2022

Katrina C. Lessard, CFP®, AEP® | Thursday, March 10, 2022

Consumer Confidence at the Pump

Katrina C. Lessard, CFP®, AEP® | Thursday, March 10, 2022

Weekly Market Insights: Ukrainian War Stresses Economy

Tuesday, March 8, 2022

The Fed Has an Eye on Ukraine

Katrina C. Lessard, CFP®, AEP® | Saturday, March 5, 2022

2022 Contribution Limits

Katrina C. Lessard, CFP®, AEP® | Wednesday, December 8, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.

Katrina C. Lessard, CFP®, AEP® | Thursday, March 26, 2020

Delivering the Support and the Financial Guidance You Need We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to...