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Thomas Picardy CFP®

[email protected]

4829 East Beltline Ave NE, Ste 7c
Grand Rapids, MI 49525
Main: 616.560.7678
Fax: 616.825.6024

Coaches A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup

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How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.