Gaetan Policard

Blog by Gaetan Policard

Medicare Annual Enrollment 2025: Your Top Questions Answered

Medicare Annual Enrollment 2025: Your Top Questions Answered

By Gaetan Policard

Learn how to review or change your Medicare Advantage or Part D plan, avoid costly mistakes, and ensure your 2025 coverage fits your health and financial needs.
10/22/2025 02:16 PM - Comment(s)
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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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