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Friday, January 26, 2024

The average American worker will change jobs more than once in their lifetime. While there are multiple options such as leaving your 401(k) in your former plan if allowed, cashing out the account balance, or transferring the 401(k),...

Friday, January 26, 2024

Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality time together. Retiring simultaneously can bring many benefits, such as...

Thursday, January 18, 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...

Saturday, December 30, 2023

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth...

Monday, December 18, 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...

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Thursday, November 16, 2023

One of the most popular icons of the Christmas season is the Christmas tree. It has become a symbol of the holidays and the center point for Christmas displays, party decorations, and events. During the Christmas season, you may find...

Monday, November 6, 2023

Charity and philanthropy are two terms related to giving that are often used interchangeably, even though they differ. While the difference is subtle, it is essential to understand the differences between charity and philanthropy in...

Wednesday, November 1, 2023

As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income...

Thursday, October 5, 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...

Monday, October 2, 2023

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. 1. Do you have a will and powers of...

Friday, September 8, 2023

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities...

Thursday, September 7, 2023

When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice...

Thursday, August 24, 2023

At every stage of life, you may have financial questions that you don’t know the answers to. But not every question has a definite right or wrong answer because the correct answer depends on your unique situation. Here's a look...

Wednesday, August 23, 2023

A student's education expenses may be reduced when a parent uses their tax-advantaged retirement account to help cover tuition and other related costs. With many students graduating with college loan debt, using a 401(k) or IRA may...

Friday, July 7, 2023

Low-risk, predictable returns for investors needing to preserve their capital.In a rising interest rate environment, fixed-income investments become increasingly important for investors. Fixed-income investments such as bonds, Treasury...

Wednesday, July 5, 2023

Over the last 20 years, the median-age for Americans (the median age is the point where exactly half the population is older and the other half is younger)...

Wednesday, June 14, 2023

Managing your tax liability can literally save you thousands of dollars.Tax season can be a stressful time for many people, especially if you're not fully prepared. However, with some advance planning and preparation, you can take...

Wednesday, June 7, 2023

Adopting a personal debt ceiling can be a transformative step for families.The concept of a debt ceiling has been a topic of significant discussion in the realm of economic policy, particularly in relation to government spending....

Tuesday, May 2, 2023

A Roth IRA conversion involves repositioning traditional IRA or qualified employer-sponsored retirement plan assets into a Roth IRA. One reason people convert traditional IRAs or other retirement accounts into Roth IRAs is so they can...

Monday, May 1, 2023

You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage for your...

Tuesday, April 18, 2023

Get more security & convenience with your financial statementsI wanted to let you know you have the option to go paperless with your documents inside the Account View portal. Within the portal, you can sign up for paperless delivery of...

Tuesday, April 11, 2023

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are...

Tuesday, April 4, 2023

Planning for retirement is exciting, but it may come with a bit of stress. If you worked hard all your life, now might be the time to relax and enjoy the fruits of your labor. One of the things that you may need to consider is when it...

Thursday, March 9, 2023

We all make mistakes, and through them, we learn. But when it comes to finances, trial-and-error may not be the most suitable approach for you. Maybe you’re making some simple mistakes that can be fixed with a little bit of...

Wednesday, March 8, 2023

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your retirement income can be impacted by...

Wednesday, February 8, 2023

Congress passed SECURE 2.0 as part of the fiscal 2023 spending package. This bipartisan retirement security legislation could present opportunities for your retirement savings strategy.

Wednesday, February 8, 2023

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure. However, financial professionals may...

Wednesday, February 8, 2023

Your retirement planning needs to incorporate more than just investments. Your open heart and your relatives can combine to threaten your retirement savings – savings you soon may need. Learn the true cost to your future before...

Wednesday, January 4, 2023

Download and Print our guide to help you this tax season.

Wednesday, January 4, 2023

Each year, many of us focus on our financial health by resetting goals and checking off items on our financial to-do list. Attempting to implement everything at once can be overwhelming but a month-by-month approach may help you plan...

Monday, December 12, 2022

As inflation soars, you can now save a lot more for your retirement. On October 21st, the Internal Revenue Service (IRS) announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500,...

Monday, December 12, 2022

 Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the...

Saturday, December 10, 2022

At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over...

Monday, November 7, 2022

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...

Thursday, November 3, 2022

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...

Friday, September 30, 2022

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...

Monday, September 19, 2022

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...

Wednesday, September 7, 2022

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...

Monday, September 5, 2022

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...

Wednesday, August 10, 2022

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...

Tuesday, July 12, 2022

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...

Tuesday, July 5, 2022

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

Friday, July 1, 2022

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

Thursday, June 23, 2022

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...

Tuesday, June 14, 2022

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.

Thursday, June 2, 2022

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.

Thursday, May 26, 2022

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

Wednesday, May 25, 2022

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