Lepine Financial Advisors

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What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
05/01/2024

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
04/29/2024

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
04/26/2024

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

Your home mortgage interest may be deductible. Do you itemize your deductions?
04/24/2024

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
04/22/2024

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
04/19/2024

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
04/17/2024

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Do you have a will? Is it updated?
04/15/2024

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

When was the last time you updated your will?
04/12/2024

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
04/10/2024

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

Here are a few key factors to consider when naming an executor for your estate.
04/08/2024

Here are a few key factors to consider when naming an executor for your estate.

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

The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fuelin...
04/06/2024

The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fueling investor confidence.

Quarterly Market Insights | Q1 2024 U.S. Markets Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence. For the quarter, the Dow Jones Industrial Average rose 5.62 percent, the Sta...

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6 Blackstone Valley Place, Suite 101
Cumberland, RI
02865

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+14014753508

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