Alexa Letarte CRPC™ on LinkedIn: Retirement goes beyond just dollars (2024)

Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or education, we’re here to coach you through it. Learn what you can expect from me as we start planning your financial strategy.

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Retirement (just like any life stage) can throw curveballs when we least expect it. Whether it's divorce, widowhood, sudden health issues or financial setbacks, learning how to make course corrections can help you stay on financial track. Let's chat soon to explore any retirement course corrections you might need to make.

Planning ahead can be crucial to ensure your assets pass to the loved ones or charitable causes you prefer after death. We're happy to collaborate with you, your attorney and your tax professional to create a financial strategy for the legacy you wish to leave. Let's discuss!

For all the dad jokes, sage advice and strong support over the years, thank you. Happy Father’s Day to fathers and father figures everywhere!

Summer is here and you might find your family spending more money on activities, vacations and more. Plan ahead on your family expenses so you can maximize the fun.

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While anyone can become a victim of fraud, some scams specifically target older adults. Today, on World Elder Abuse Awareness Day, take some time to learn how to protect yourself and your loved ones from falling victim to financial fraud, and as always, you can call my office if you have any questions: https://bit.ly/45paGhV

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Whether you’re planning to leave or receive an inheritance, now is the time to have the Great Wealth Talk. Here are 4 key tips to help get started.

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How you fill out your W-4 can help determine if you will get a refund or owe money come tax time. Take steps to avoid common mistakes that often lead to underpayment penalties.

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Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.