David Vallieres

The Secure Act 2.0 is a 1.7 trillion dollar package, some of the features of the plan are very confusing, complex and broad. #law #finance #advisors

Having a solid understanding of Social Security is vital to supporting a successful wealth strategy. #finance #investing #wealth

Why ESGs are becoming so popular, take a look into the history of ESGs, and discuss where they think they may be going in the future.

What NAMWOLF is all about, the different benefits it offers to its members, and the synergy created for clients through their partnership.

The importance of taking hold of your finances and developing financial literacy early on in life. #women #wealth #retirement

Tune in to learn how you can navigate the financial complexities at different stages of your life! #finance #women #success

Tune in to discover steps you can take today to minimize the impact of the new tax regulations! #taxes #finance #investing

According to the Biden Administration’s new tax proposals, some tax benefits and exemptions might not be available moving forward.

Strategies to reduce your exposure to short-term market changes and help you lay out a comprehensive long-term plan. #investing

Learn how you can be better prepared to tackle your 2020 taxes during the upcoming tax season! #taxes #advice #planning

They discuss how advisors can work closely with attorneys and other professionals to better serve their clients. #financialadvisors

After the stock market peaked at the end of 2020, the investing momentum has continued into this new year! #stockmarket

When it comes to insurance, it’s best to think of planning as ready, fire, aim, vs. ready, aim, fire. #insurance #annuities

A special needs trust is a specialized type of trust that is designed to provide services to help a beneficiary with a disability to obtain benefits.

One of the more intricate aspects of estate planning is wealth transfer. But what really is wealth transfer and how does it work? #legacy

Norton shares his experience with past market events and how he’s helped guide investors through the unexpected. #financialadvisors