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February 2025 Financial Industry Update

By Gaetan Policard


The financial world is experiencing major shifts this month, with new tariffs, regulatory shake-ups, and investment industry changes making headlines. Whether you're an investor, a business owner, or simply planning your financial future, understanding these developments can help you navigate potent...

02/10/2025 01:32 PM - Comment(s)
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Start the New Year Right:  How to Create a Personal Budget That Works

By Gaetan Policard


    The New Year is an ideal time to start fresh and take charge of your financial future. Creating a personal budget is one of the most effective steps toward achieving financial success. A well-crafted budget allows you to track your income and expenses while helping you prioritize ...
01/27/2025 12:43 PM - Comment(s)
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When should I move my 401k from my former employer?

By Gaetan Policard

Moving your 401k after separation from work can often provide more flexibility, less fees, more investment options and so many other benefits.
11/19/2024 01:32 PM - Comment(s)
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Is Now the Time to Convert to a Roth IRA?

By Gaetan Policard

With concerns about potential income tax increases, many are exploring strategies to protect their retirement savings from higher taxes. A Roth conversion, the process of transferring funds from a Traditional IRA or 401(k) into a Roth IRA, can be an effective strategy to leverage tax-free growth.
10/25/2024 11:21 AM - Comment(s)
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How to track your progress with personal wealth?

By Gaetan Policard

How to track your progress with personal wealth?
Calculating your net worth is a useful way to gauge your financial health and track your progress toward your financial goals. Your net worth is essentially the difference between what you own (your assets) and what you owe (your liabilities). Here's how you can calculate it:
12/30/2024 01:43 PM - Comment(s)
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