LPLRESEARCH.COM
How Stocks Do Around The First Debate
US02WEB.ZOOM.US
Join us for our upcoming Estate Planning Webinar. Wednesday, September 16th from 2pm - 3pm PT
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
LESSARDWEALTH.COM
How to Make the Tax Code Work for You
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
LESSARDWEALTH.COM
Social Security: The Elephant in the Room
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
LESSARDWEALTH.COM
Estate Management Checklist
A home is the single largest financial commitment for most people. What mortgage fits you best?
LESSARDWEALTH.COM
Choosing a Mortgage
Great summary from our partners at BlackRock about the election and markets. Their sentiments concur with the after-market call hosted today by our amazing research team at LPL.
https://www.blackrock.com/corporate/literature/whitepaper/us-election-bulletin-2020.pdf
If you have additional questions or want to discuss further, click below to schedule a meeting.
https://www.lessardwealth.com/schedule-meeting
LESSARDWEALTH.COM
Schedule A Meeting | Katrina C. Lessard
https://www.foxbusiness.com/markets/stock-market-trump-defeat-biden
FOXBUSINESS.COM
Stock market predicts Trump will defeat Biden
THU, JAN 21 AT 11:00 AM MST
Third Thursday Financial Fitness: Financial Planning Basics
Exciting news coming from Lessard Wealth Management!
Register for the January Third Thursday Workshop covering Financial Planning Basics with Joe Nilsen, CFP® here: https://us02web.zoom.us/webinar/register/9816093606038/WN_UXHWT5SYQN-3EZfRBJct5A
Let us know in the comments any wealth management topics you’d like to see in future workshops!
THU, FEB 18 AT 11:00 AM MST
Third Thursday Financial Fitness: Financial Planning Basics
LPLRESEARCH.COM
Will GameStop Stop The Bull Market?
Are you cleaning up your files for the New Year? Here is a helpful piece to help keep you organized and know if you can purge documents!
BROADRIDGEADVISOR.COM
Maintaining Your Financial Records: The Importance of Being Organized