Blog
Warren Buffett on How to Plan for Inflation
Inflation swindles almost everybody – stock investors, bond investors…We’ve all heard about Warren Buffett, the 91-year-old multibillionaire known for his friendly demeanor, modest style of living in Omaha, and...
Read MorePreparing for Year-End and the 2022/2023 Tax Season
Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. Following are important information and tools to help you get ready. As always, meeting with your financial professional early and...
Read MoreTips to Avoid Common Estate Planning Mistakes
With a few simple actions, you can ensure your estate planning is effectiveWhether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you...
Read MoreWhat Gen Xers, Millennials, and Baby Boomers Need to Know About Financial Planning?
Financial planning is an important part of securing your current lifestyle as well as preparing yourself for what you wish to do in your eventual retirement. And while this importance may look different during each stage of...
Read MoreNavigating Market Volatility–or Not
Market volatility could spook even the most seasoned investor. If a precipitous week or two in the market has you ready to sell, you may want to reconsider your risk tolerance and asset allocation. Attempting to time the market by...
Read MoreShow All
Is An Annuity Appropriate for You?
Having enough retirement income is concerning for some Americans. Although consistent contributions into their retirement savings plans have occurred, many are concerned if their retirement plan will be successful. A successful...
Read MoreTips to Avoid Common Estate Planning Mistakes
With a few simple actions, you can ensure your estate planning is effective Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you...
Read MoreThe Different Stages of Financial Freedom
If you're living paycheck-to-paycheck or stuck in a job you don't love just to pay the bills, it can be easy to feel as though you're financially trapped. But financial freedom doesn't need to be elusive—with some focused and...
Read More
LPL Financial Research Midyear Outlook 2022: Navigating Turbulence
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...
Read More5 Financial Facts About the Sandwich Generation
The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child) while also caring for a retirement-age or older parent. With financial pressure
Read MoreFour Tips for Gaining Financial Independence
Over the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom includes financial independence, as well. Self-sufficiency isn’t guaranteed, but every one of us
Read MoreLife Insurance: Do You Need It?
At some point in your life, you'll probably be faced with the question of whether you need life insurance. Life insurance is a way to protect your loved ones financially after you die and your income stops. The answer to whether you...
Read MoreConsidering an Annuity for Your 401(k) Rollover?
With companies downsizing to stay in business and corporate takeovers occurring almost every other day, the only thing certain in anyone’s career these days is change.
Read MoreTax Benefits of Home Ownership
Many of the tax benefits associated with home ownership apply mainly to your principal residence — different rules apply to second homes and investment properties. Here's what you need to know to make owning a home really pay off.
Read MoreTax-Advantaged 529 Accounts
According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a school year was $9,970 for in-state students and $25,620 for out-of-state students. The average
Read More4 Key Investments You Should Consider as a Small-Business Owner
As a small-business owner, you may be looking for the next big thing—an investment that might double your profits within the next year or allow you to maintain your income while working just a few hours a week. However, business success may
Read More