Lyceum Financial Group LLC

What’s different about our current recovery? The impressive strength of U.S. household balance sheets.

Are you prepared for retirement?

Tax-smart investments can help you cultivate a strong portfolio and a long term tax planning strategy. Let’s talk!

Does your retirement plan take your future tax bracket into account? It should.

Taxes on investment returns can reduce a portfolio’s growth. Will your portfolio go the distance? Let’s make sure you’re getting the most out of your money.

A tax-smart approach means we keep an eye on tax legislation, the future tax landscape and how it might affect your long-term plans.

We will talk to you about these and other Social Security strategies.

Has COVID-19 heightened your worries about funding your retirement? We can help put strategies in place to lessen the impact.

Social Security benefits may only cover about half your living expenses. How will you make up the difference?

Connect and manage your investments digitally. We’ll show you how.

Even if you’re not confident in Social Security, you can be confident in our ability to plan together to help maximize your earnings.

Let’s talk taxes. We can help you avoid surprises.

How much do you know about Social Security? We have the answers.

If you’re feeling the weight of the world on your shoulders lately, you’re not alone. Stretch out the stress with this quick and calming technique.

Time to feed your mind, literally. Find ways to incorporate these brain-boosting foods for better mental health.

Have a great Labor Day weekend!

Gym still closed? Explore the variety of free workouts available on YouTube to keep up with your fitness goals and stay active. Here are five of the top videos available.

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks.