Vance P. Lahey, CFP

01/23/2026

Do you earn too much to contribute directly to a Roth IRA? Don’t miss out on the potential tax-savings benefits by taking advantage of alternate strategies for this account. I can help you identify how you can still benefit.
Let's talk.

Roth IRAs are powerful retirement savings accounts.

01/20/2026

Are you ready for retirement? I can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

Let's find a time to talk about your goals.

Our pre-retirement checklist may help you improve your savings.

01/15/2026

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

01/12/2026

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP

01/08/2026

You’ve decided to start saving for your child’s college education. But where should you put those savings? I can help you evaluate the options with tax-savings in mind.

01/02/2026

What is one small step can you take today to move closer to achieving your financial goals?

12/30/2025

The most rewarding part of an accomplishment is looking back at all the hard work it took to get there. What goals are driving you today?

12/30/2025

Happy New Year! I wish you a happy and prosperous year ahead.

12/24/2025

Happy Holidays!

Give yourself the gift of financial confidence.

Before ringing in the new year, consider nine simple steps you can take to maximize savings while minimizing taxes. This year-end checklist is a must-read for anyone who wants to finish the year strong.

Connect with me to ensure you’re set up for success in 2026.

Stay on track with important tasks that could help boost your retirement savings and lower your taxes.

12/23/2025

Merry Christmas! Whether you’re unwrapping gifts, sharing a meal, or simply enjoying the company of loved ones, may your day be merry, bright, and full of gratitude.

12/23/2025

Wishing you and your loved ones happiness, peace and joy this holiday season.

12/16/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

How to manage the unique financial, medical and legacy challenges.