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Blog

Man reading newspaper next to laptop and phone
Thomas F. Levasseur | Nov 20, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Professionally dressed man and woman looking at a tablet
Thomas F. Levasseur | Nov 13, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Parents holding their child's hands. The child is jumping
Thomas F. Levasseur | Nov 6, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Couple walking in a field with the ocean in the background
Thomas F. Levasseur | Oct 30, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Two men sitting at a table and having a conversation
Thomas F. Levasseur | Oct 23, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Set of keys beside miniature house
Thomas F. Levasseur | Oct 16, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Man in a graduation cap and gown
Thomas F. Levasseur | Oct 9, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Business page of a newspaper
Thomas F. Levasseur | Oct 2, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Toddler standing at the bottom of a stone staircase
Thomas F. Levasseur | Sep 25, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
Thomas F. Levasseur | Sep 18, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Grandmother with child
Thomas F. Levasseur | Sep 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Close up portrait of child giving two thumbs up
Thomas F. Levasseur | Sep 4, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Securities offered through LPL Financial. Jared Koelker 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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