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Monday, April 1, 2024

If you're nearing retirement age, you know the Social Security process and how much you will likely receive. With that information, you may have also anticipated that your Social Security benefit would not be enough to sustain you in...

Monday, April 1, 2024

There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for everyone, regardless of income level or net worth. Planning for the disposition...

Wednesday, March 20, 2024

Retirement is a time that many of us look forward to our entire careers. It is the reward for a lifetime of work and the time to indulge in hobbies and enjoy much-needed vacations. While everyone looks forward to this seemingly-magical...

Friday, March 1, 2024

As the rollercoaster of financial markets in 2023 came to a close, certain stocks stood out for all the wrong reasons. Among them were five notable names: Moderna, Enphase Energy, Dollar General, Pfizer, and Walgreens Boots Alliance....

Friday, February 16, 2024

For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving. However, financial decisions before and during retirement can significantly influence our quality of life and tax...

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Friday, February 2, 2024

Tax planning might be complex, but it's also essential—especially for high-net-worth families, where missing tax breaks or failing to optimize income could cost significant dollars, maybe millions, over a lifetime. And even in...

Thursday, February 1, 2024

After a relatively slow start, the S&P 500 rallied during the back half of January and closed out the month with a gain of 1.6%. Buying pressure was relatively narrow, as declining shares on the index modestly outpaced advancers....

Monday, January 22, 2024

What is an estate tax return? When you die, you will leave behind all your property (everything you own) and debts (everything you owe). All this is called your estate. After the debts have been paid, the various items left in your...

Tuesday, December 26, 2023

Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential. So why not use the New Year's holiday to turn these goals...

Tuesday, December 12, 2023

As age 73 nears, it is critical that you begin considering how you want to handle the required minimum distributions (RMDs) you are obligated to withdraw from your tax-advantaged retirement accounts.

Tuesday, December 12, 2023

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is...

Saturday, December 2, 2023

If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans.

Sunday, November 19, 2023

The cost of long-term care can vary widely based on location (both city and state) and level of care needed. However, one thing is for certain: with 7 in every 10 people requiring long-term care at some point.

Tuesday, October 31, 2023

A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated.

Monday, October 23, 2023

Sectors hit include air travel, insurance, oil production and entertainment. The path to retirement can often seem daunting, with the end goal appearing distant and difficult to reach.

Monday, October 9, 2023

Whether you're still living at home, in school, or starting your career, your late teens and twenties present a prime opportunity to think about your financial future.

Monday, September 25, 2023

529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options.

Tuesday, August 29, 2023

Natural disasters like wildfires, floods, earthquakes, tornadoes, and long-term power outages don't discriminate—they may impact anyone at any time. However, you don't need to live your life under the constant stress.

Thursday, August 24, 2023

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it?

Tuesday, August 22, 2023

Why Not A Yearly Retirement List? Labor Day is right around the corner. The weather is starting to turn a little cooler, college football returns and the kids are back in school.

Tuesday, July 11, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme...

Tuesday, July 4, 2023

Financial freedom is a state of being in control of one's finances, covering expenses easily, and saving for future goals. Financial freedom enables you to choose how you spend or interact with your money.

Monday, June 12, 2023

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any...

Monday, June 5, 2023

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little...

Saturday, May 20, 2023

Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? Here are a few ideas.

Saturday, May 6, 2023

When you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality. Here are five misconceptions about retirement.

Tuesday, April 18, 2023

As you near retirement, it's likely you'll have many questions about Social Security. Be aware of these three advantages that Social Security offers.

Thursday, April 6, 2023

An eventful first quarter wrapped up last week. In today’s blog, we make seven market observations from first quarter performance and share our thoughts on what these performance trends could mean for our outlook.Growth Dominated...

Monday, April 3, 2023

With April’s federal tax filing and payment deadline on the horizon, are you confident you have everything in order to make your tax filing go as smoothly as possible? Here are five last-minute details to double-check before Tax Day.

Tuesday, March 21, 2023

Retirement doesn't mean you have to retire from excitement. In fact, it is the perfect time to ‘refire’ your passion and make your retirement the newest chapter in your life.

Tuesday, March 21, 2023

When you start to consider if investing is appropriate for you, you may have questions. Investing can be a challenging subject to grasp.

Tuesday, February 28, 2023

Financial planning is unique for each person; no two plans look the same because everyone's life and goals are different. Regardless of your goals, financial planning can help you work towards achieving them.

Wednesday, January 18, 2023

When you start to consider if investing is an appropriate option for you, you may have questions. You might want to ask:How do I invest money, and where?How much money will I need?What are some common strategies for someone that has...

Wednesday, January 18, 2023

You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition and...