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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Knowing the rules may help you decide when to start benefits.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you have causes that you want to support with donations? Here are three tips.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What are your options for investing in emerging markets?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learn how to harness the power of compound interest for your investments.