Blog
At LaLonde Wealth Advisor Group, we write and share blog articles to help individuals and families make informed financial decisions with confidence. We share our insights on retirement planning, tax strategies, charitable giving, life changes, and other topics that shape your financial life.
Jane LaLonde, CFP®, brings experience helping clients navigate complex transitions and long‑term plans. Our goal is to provide practical guidance that supports smarter planning, better questions, and meaningful conversations about what matters most to you.
Have a question about the content shared here? Contact us to set up a meeting with one of our financial advisors.
Understanding Required Minimum Distributions: Key Considerations for Retirement Planning
Whether you are fully retired, working part time, or still in your career, it is important to understand how Required Minimum Distributions (RMDs) fit into your financial strategy. RMDs are mandatory withdrawals from certain...
Read MoreRoth Conversions: A Tool to Strengthen Your Retirement Tax Strategy
At any stage of your retirement plan, Roth conversions can be a powerful tool to manage your tax strategy. Converting is not for everyone, but when used intentionally, it can create more control over future withdrawals and help reduce...
Read MoreGiving Back: Strategies for Impact and Tax Benefits
What causes are important to you? Charitable giving can be a meaningful part of your overall financial strategy. Whether you want to build a long term legacy or maximize the impact of your annual giving, planning ahead can help align...
Read MoreTax Strategies to Consider in the New Year
As our clients prepare their 2025 tax returns, tax efficient strategies are top of mind. Thoughtful tax planning early in the year can create meaningful long‑term advantages. While every family’s situation is unique, several strategies...
Read MoreHousing Considerations for Aging Parents
Housing choices for aging parents involve more than a move. The best plan balances safety, independence, and long‑term affordability while respecting family dynamics and personal preferences. Below are key considerations families often...
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Navigating Finances Through Divorce
Divorce affects nearly every part of your financial life. A strong support network of trusted loved ones, experienced legal counsel, and informed financial guidance can help you move forward with clarity and confidence. Jane LaLonde is...
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