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Legacy Planning:  How to Protect Your Family Wealth and Values

Legacy Planning:  How to Protect Your Family Wealth and Values

By Gaetan Policard

Learn how legacy planning protects family wealth, preserves values, and ensures a secure future with wills, trusts, and succession strategies.
08/26/2025 06:20 PM - Comment(s)
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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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