Resources

"Knowledge is not power. The implementation of knowledge is power." - Larry Winget

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How to Make Retirement the Best Act of Your Life

The 3 Acts of Life

The Question That Will Redefine Your Retirement Plans

The Key Question to Ensure Happiness in Retirement

The Challenge of Retirement No One Talks About

How to Know When It’s Time to Retire

Blog

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Financial Planning
11/20/24

2024 InvestmentNews Rising Star

Third Act Wealth Management is proud to announce that Nick Lalonde, CFP®, Owner and Wealth Manager, has been named a 2024 InvestmentNews Rising Star. This prestigious honor celebrates exceptional leadership, innovation, and impact within the financial services industry.

Financial Planning
9/5/24

Do You Know Your High-Net-Worth Personality?

To get advice that works, it’s incumbent on you to understand your own high-net-worth (HNW) personality so you can select and work with advisors who are an ideal match.

Business
9/5/24

Why Are Fifty Percent of Business Owners Unhappy After They Sell Their Company?

Do you think about selling your business someday? If you’re like most entrepreneurs, the answer is a resounding “yes!” But do you know what you need to do to walk away from a sale happy, with the maximum amount of money in your wallet? 

Lifestyle
9/5/24

Money and Happiness: Are You Focused on What Really Matters?

You’ve worked hard for your wealth—so shouldn’t you be able to use it to have a happier, more fulfilling life? We sure think so.

Financial Planning
9/5/24

The Importance of Stress Testing Your Wealth Strategies

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth.

Business
9/5/24

Selling a Business? Avoid These Four Big Mistakes

Here are four types of mistakes research tells us can derail a sale—along with advice on how to avoid them.

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