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Thomas Picardy CFP®

thomas.picardy@lpl.com

3280 East Beltline Ct NE, Ste 300
Grand Rapids, MI 49525
Main: 616.560.7678
Fax: 616.825.6024

RE: Retirement Really Big Numbers Once Upon a Goal When Markets React The Long Run: Women and Retirement Stay Safe with a B.O.P. At Your Back Understanding the SECURE Act

Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.