Roger Lapierre, CRPC, CLTC , APMA

Are you prepared for market volatility? Here are five tips for navigating the fluctuations.

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

What goals have you set to create a happy and healthy life for you and your loved ones?

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

What excites you about your future? How are you preparing for it today?

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.

Wishing all the dads a Happy Father’s Day!

How does life get better as you age?

Sharing love and gratitude with all moms today. Happy Mother’s Day!

Did you know that tax rates may rise in 2026? Provisions of Tax Cuts and Jobs Act are set to expire by the end of 2025. The sooner you act, the more options you’ll have to take advantage of today's lower taxes. Let’s connect and review potential strategies with your tax professional. http://bit.ly/3RAxQga

I’m interested in forming alliances with CPAs and tax professionals that see value in incorporating customized financial services into their tax practice with a financial planning professional. Message me to see what an alliance could look like, or please share to your network.

Are you and your partner aligned on your retirement goals? According to a new research study from Ameriprise Financial, 93% of couples have shared goals for retirement and overwhelmingly trust their partner on money matters.

www.ameriprise.com

Elections can create uncertainty, but sitting on the sidelines could be a costly mistake. Get in touch to learn why dividend-paying stocks may be an effective strategy to help reduce risk–without sacrificing growth potential.

Don’t overlook what having the right protection in place can mean for your future and your loved one’s future. Let’s talk about it.

SECURE Act 2.0, which became law in December 2022, offers new opportunities for investors saving for retirement. Let’s connect if you’d like to discuss how we can use the law’s new provisions to help you reach your financial goals.

Make the most of SECURE Act 2.0 6 opportunities for investors to consider

You work hard to save for retirement. I can help you strategize how and when your retirement assets are taxed to help you keep more of your hard-earned savings.

Tax diversification strategies | Tax diversification in retirement 101 Tax diversification – explained.

In retirement, do you plan to stay in your current home or downsize? Let’s talk through the different scenarios and the impact each could have on your financial goals.

Downsizing your home in retirement Understand your different housing options and how a new home may affect your retirement.

“Combined with warmer-than-expected inflation trends, still robust growth across the services economy, and U.S. Treasury yields bumping up at their highest levels of the year, some of the more extreme bullish narratives about growth and stock returns for this year are in the process of being tempered.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Growth, inflation data and Middle East tensions insert increased uncertainty into soft-landing narrative Get more expert insights by reading the latest Weekly Market Perspectives.

If starting a family is one of your goals, understanding the costs can make shaping your financial plan easier. From birth to graduation, I can help you prepare for child-related expenses.

How to prepare for a baby financially: 7 tips As a parent-to-be, how do you prepare financially for a new baby? Review these tips to learn about new child expenses and how you can start preparing now.

Trying to time the market? Missing just a handful of good days can devastate your investing progress.

Are you paying for services you’re not even using? Check your bills for subscriptions, memberships and other extras to uncover potential savings opportunities.

Smart strategies for minimizing expenses Cut spending and save more by incorporating these strategies into your financial routine.