Gaëtan Policard

Registered Investment Adviser

Blog by Gaëtan Policard

Can You Retire With $1 Million? Let’s Do the Math.
Can $1 million actually fund your retirement in 2026? See the real math on withdrawal rates, Social Security timing, and rising healthcare costs.
02/23/2026 10:37 AM - Comment(s)
Medicare Annual Enrollment 2025: Your Top Questions Answered
Medicare Annual Enrollment runs October 15 to December 7, 2025. See what to review before your plan renews, and avoid costly surprises in 2026
10/22/2025 02:16 PM - Comment(s)
Legacy Planning:  How to Protect Your Family Wealth and Values
Legacy planning goes beyond a will. See how trusts, charitable giving, and succession planning protect your family's wealth and values for generations.
08/26/2025 06:20 PM - Comment(s)
February 2025 Financial Industry Update
The financial landscape is shifting fast. New tariffs are rattling markets, a key consumer watchdog just changed hands, and one of the world's largest investment firms just slashed fees on 87 funds. Here's a plain-English breakdown of what's going on and what to do about it.
02/10/2025 01:32 PM - Comment(s)
Start the New Year Right:  How to Create a Personal Budget That Works
Most budgets fail by February — not because people don't care, but because the budget wasn't built to last. This guide breaks down how to create a personal budget that works in the real world, with a step-by-step approach, common mistakes to avoid, and a free downloadable template to make it easy.
01/27/2025 12:43 PM - Comment(s)