Advice For Life
Experience for your financial needs
Care for your financial well being
Guiding paths to financial security for over 30 years
Tracy Lamond is an investment manager, Chartered Financial Analyst, and planning consultant helping clients in all stages of life. She applies her extensive knowledge of personal finance and professional investing to each client's unique situation, offering expert and intelligent advice for strategies to grow, protect, and enjoy the benefit of well managed financial assets.
Life changes. Priorities change. Markets, politics, tax laws, and global economies fluctuate. A professional and experienced advisor can provide stability and commitment in achieving goals. Tracy can help to properly construct and diversify your portfolio, plan for transitions, minimize your taxes, and manage your finances as your needs and objectives change over time. She can help you and your family to save, invest, create wealth, provide income, and plan for the hallmarks of legacy.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Knowing your options when a CD matures can help you make a sound investment decision.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The true cost of raising a child may be far more than you expect.
The tax rules that govern donating art are complex and confusing. Take a closer look.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.