Tyler Lavoie, Chfc

Tyler Lavoie, Chfc Financial Advisor: Helping You Make Sense of Investing in Retirement | Author: The Financial Adventures of Colby Jack

02/27/2026

If you want a plan that holds up when headlines get loud, start here.
The library is your first step.

If you are retiring in the next 12 months and want help designing the connected plan, you can book on the page.

Comment LIBRARY and I will send you the link.

02/26/2026

I built a checklist for market down years.
Because rushed moves feel good today and hurt later.

This helps you slow down and make the next decision with clarity.
Comment LIBRARY and I will send you the resource page.

02/25/2026

A quick way to stress test your retirement income plan.

If the market fell and stayed down for a year.
What would you pull from first.

If you cannot answer that, start with the library.
Comment LIBRARY and I will send you the resource page.

02/24/2026

Most people do not blow up retirement because of a crash.
They blow it up because of the decisions they make during the crash.

Panic is expensive.
Planning is cheaper.

Comment LIBRARY and I will send you the resource page.

02/23/2026

The biggest risk in retirement is not volatility.
It is volatility plus withdrawals plus bad timing.

Market drops feel different when income depends on your plan.
That is why the plan matters.

Comment LIBRARY and I will send you the resource page.

02/20/2026

Start small.
One video.
One checklist.

If you are retiring in the next 12 months and want help connecting the dots, you can book from the same page.

Comment LIBRARY and I will send you the link.

02/19/2026

The best retirement decisions are slow decisions.
Not rushed decisions.

A checklist forces clarity before action.

Comment LIBRARY and I will send you the resource page.

02/18/2026

Roth is not a personality trait.
It’s a timing decision.

It can help.
It can hurt.
The plan decides.

Comment LIBRARY and I will send you the resource page.

02/17/2026

The easiest account to pull from is not always the best account to pull from.

Withdrawal order affects taxes.
It affects Medicare premiums.
It affects your flexibility later.

Comment LIBRARY for the videos and checklists.

02/16/2026

A lot of people expect taxes to disappear in retirement.
But taxes don’t disappear.
They change shape.

Social Security.
Pensions.
RMDs.
Filing status changes.

Comment LIBRARY and I will send you the resource page.

02/13/2026

If you are making a Social Security or Medicare decision this year, do not wing it.

Start with the library.
Watch one short video.
Download one checklist.

If you are retiring in the next 12 months and want help connecting the dots, you can book a consult from the same page.

Comment LIBRARY and I will send you the link.

02/12/2026

Medicare is one of the most confusing parts of retirement.

Not because you are behind.

Because the system is complicated.

A lot of people choose coverage quickly and hope it works out.

That is why I built simple checklists to help you slow down and get oriented first.

Comment LIBRARY and I will send you the full resource page.

Address

215 Main Street
Salem, NH
03079

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+16034583155

Website

https://www.kaplanfinancial.com/wealth-management/abfp/why-pursue, http

Alerts

Be the first to know and let us send you an email when Tyler Lavoie, Chfc posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Tyler Lavoie, Chfc:

Shortcuts

Share

Category