Understanding Today’s Financial Environment
Welcome, I’m Brad LeBlanc, a financial professional in Salem, NH. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
We have 30 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (603) 894-5600.
Helpful Content
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
When Markets React
When markets shift, experienced investors stick to their strategy.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.