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Blog

Watercolor style picture of 5 carrots sprouting from the ground.
Thomas F. Levasseur | Apr 2, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your

Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Thomas F. Levasseur | Mar 25, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Man sitting at a long table in front of a window. He is looking at his phone.
Thomas F. Levasseur | Mar 18, 2024

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
Read More
Woman writing in a paper planner with a pen
Thomas F. Levasseur | Mar 11, 2024

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
Read More
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Thomas F. Levasseur | Mar 4, 2024

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
Read More
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Thomas F. Levasseur | Feb 26, 2024

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Read More
Mother and daughter cooking and laughing
Thomas F. Levasseur | Feb 19, 2024

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
Read More
A brain surrounded by circles representing brain waves
Thomas F. Levasseur | Feb 12, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Thomas F. Levasseur | Feb 5, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Thomas F. Levasseur | Jan 29, 2024

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Read More
Person holding jar of coins with a 'savings' label
Thomas F. Levasseur | Jan 22, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Thomas F. Levasseur | Jan 15, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More

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Securities offered through LPL Financial. Jared Koelker and Ryan Levasseur offers advisory services through LPL Financial, a registered investment adviser and member FINRA/SIPC.  Insurance offered through The Beacon Retirement Group (TBRG).  LPL Financial and TBRG are not affiliated.

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