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Financial Planning

Navigating Financial Conversations As A Couple

People get married at every age and stage of life but no matter the circumstances, you will still have to figure out how to make your finances work together. Open…

Troy Tremblay2026-02-17

Financial Planning Tax Planning

How To Get Ready For The Upcoming Tax Season

Although many of us are still recovering from the hustle and bustle of the holidays, tax season is just around the corner. Getting organized early puts you in a stronger…

Troy Tremblay2026-01-21

Retirement Planning

Can I Automate My Required Minimum Distributions With My Retirement Account Provider?

Required minimum distributions (RMDs) are not well understood, and we would like to clear up some confusion about them. First of all, they cannot be automated, so you are responsible…

Troy Tremblay2025-12-18

Financial Planning

Is Long-Term Care Insurance Worth It?

There’s a lot of debate surrounding Long-Term Care (LTC) insurance. What if you don’t need it? Would you be throwing away your money? How will you pay for it? Is…

Troy Tremblay2025-11-20

Financial Planning

How Medicare Works

In order to start to understand how Medicare works, it’s helpful to have a bit of background. Both the Medicare and Medicaid programs were signed into law in 1965 by…

Troy Tremblay2025-10-17

Life Insurance

What Life Insurance Can You Borrow From?

September is “Life Insurance Awareness Month,” and we wanted to answer this common question: “What life insurance can you borrow from?” Since life insurance policies come in so many forms,…

Troy Tremblay2025-09-25

Retirement Planning Tax Planning

Breaking Down the One Big Beautiful Bill Act

The “One Big Beautiful Bill Act” (OBBBA), often called the “Big Beautiful Bill,” is a sweeping piece of legislation that touches nearly every aspect of American life. Spanning over 800…

Troy Tremblay2025-08-20

Financial Planning Retirement Planning

The Pursuit of Financial Freedom In Retirement

Financial freedom in retirement means more than just having enough money, it means having choices. Putting a comprehensive retirement plan in place can not only help you take control of…

Troy Tremblay2025-07-17

7 Money Moves to Consider

Navigating Financial Conversations As A Couple

How To Get Ready For The Upcoming Tax Season

Can I Automate My Required Minimum Distributions With My Retirement Account Provider?

Is Long-Term Care Insurance Worth It?

How Medicare Works

What Life Insurance Can You Borrow From?

Breaking Down the One Big Beautiful Bill Act

The Pursuit of Financial Freedom In Retirement

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