Rob Larochelle, AIF - Financial Planner & Investment Advisor

04/01/2024

Join us for our upcoming webinar on a topic everyone should know about: Estate Planning. Register for one of our two workshops on Thursday, April 11th, offered at 12pm and 5:30pm.

Register at www.baystatefinancial.com/events

03/22/2024

Your estate is the collection of everything you own — money, property, and other personal belongings. No matter how much you own, those things will need to go somewhere after you pass away. That’s where estate planning comes in.

Learn about the five estate planning documents everyone should know about during our webinar on April 11th – offered at 12pm and 5:30pm – during which we'll provide insights on what to look for in existing estate plan documents to avoid any surprises down the road. Register at www.baystatefinancial.com/events

03/21/2024

Many assume estate planning is only for the ultra-wealthy, but the truth is that it's essential for everyone who owns any assets. When someone passes away, every asset they own transitions to new hands. Estate planning ensures that your assets are distributed according to your wishes.

If you’re interested in learning more, join me for a thought-provoking webinar where we’ll delve into the fundamental estate planning documents that everyone needs to secure their assets and protect their legacy. Register for one of our two workshops on Thursday, April 11th, offered at 12pm and 5:30pm.

You can sign up at www.baystatefinancial.com/events. Hope to see you there.

07/13/2023

Excited to be supporting all the great realtors at Portside Real Estate Group at their 2023 Midyear event.

05/02/2023

History suggests what may happen in an economic downturn...

When people start talking about a possible recession, it can be difficult to know what to invest in. But not all recessions have been bad for the stock market. In fact, it may be possible to make money during a recession.

01/01/2023

We hope this new year brings you much joy, health and wealth!

12/25/2022

Sending you wishes for a joyful and bright Christmas day!

11/24/2022

Let our hearts be full of both thanks and giving. Wishing you and yours a wonderful holiday weekend!

11/11/2022