lindalevesque

New Year’s Resolutions or Goal’s; What’s the Difference and Why does it Matter

Most people like to start the year off by making some New Year’s resolutions. It is exciting to think it is a brand New Year and the slate has been cleared from whatever we haven’t accomplished the year before.What exactly is a New Year’s resolution versus a goal. Haven’t a lot of us set goals …

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Levesque Wealth Planning What’s on Your Mind? A Christmas Gift from our Government

We are just around the corner from a big holiday gift giving time. The hustle and bustle has begun and all the pretty lights are up to encourage people to spend a lot more money than they should. While it is great being in the festive mood, sometimes we tend to over indulge not just …

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Market Volatility: Is this time different? – What’s On Your Mind? – November 2018 Edition

Doesn’t everyone love a sale?  It seems that we all love to get a discount except when it comes to the stock market.  The Bay has a big sale every fall and people come from all over to get their bargains.  Why should it be any different when it comes to the stock market?  Is the selloff in the …

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Eccentric or diminished capacity: Is elder abuse going on at home? – What’s On Your Mind – October 2018 Edition

As we age, dementia and Alzheimer’s are becoming more common. There may be a lot of reasons it is affecting a greater percentage of people but more importantly it is about recognizing the early stages before it negatively impacts your finances. With privacy restrictions in place at all financial institutions, advisors are limited in protecting …

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Letting Go and Moving on: Why Decluttering it Good for the Soul – What’s On Your Mind – September 2018 Edition

We are currently in the middle of an office renovation.  Doing major renovations is like moving.  We were forced to empty everything so the movers could come in and relocate our furniture while the painting and carpeting were changed. Since I have been in my office and in particular this building for over 20 years …

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Summer Vacation or Budget Woes? – What’s On Your Mind – August 2018 Edition

We are in the middle of summer and should be planning or enjoying our summer holidays.  With the incredible weather upon us, this may be the year you decide to stay put and enjoy some of the local delights.  With the banks increasing the prime interest rate by a quarter percent, money may start getting …

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Cash or No Cash, Where is all the Money going? – What’s On Your Mind? – July 2018 Edition

You have your goals set, your retirement plan, in theory done, and still you find you are running out of money on a monthly basis.  It seems there is always too much month at the end of the money.  Try as you may you just can’t seem to get a handle on where all the …

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To Retire or Not to Retire? – What’s On Your Mind – June 2018 Edition

Can you retire?  Would you like to retire?  We have discussed in the past your retirement number.  Do you know what that number is?  Do you care?  Lately I keep reading how people are now deciding they have had enough with working but haven’t quite planned their finances that well.  People are retiring with debt.  …

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