Things we've been thinking about....Whether it’s an idea from the industry or an emerging trend, we'll share some thoughts here. Please keep checking in, we’re glad to have you reading along.

Monday, April 8, 2024

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will,...

Monday, April 8, 2024

What to look for and what’s not important If you are shopping for a financial professional, you need a good checklist of questions to ask. What you are looking for is someone who handles clients like you – and who is financially wise....

Wednesday, March 27, 2024

Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial.

Wednesday, March 20, 2024

A Resilient U.S. Economy Faces Uncertainties. The close of 2023 witnessed an intense rally in the bond markets, spurred by a resilient U.S. economy and a cooling inflationary environment.

Wednesday, March 13, 2024

Increasing your financial literacy may allow you to make better decisions about your money and your financial future. Many great resources are available to get you started on the path to financial literacy.

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Wednesday, March 6, 2024

Women face unique financial challenges and need to proactively plan. As we witness a societal shift with more women taking control of their financial health, it's clear that financial empowerment is no longer a men's only domain.

Wednesday, February 21, 2024

You are finally retired after a lifetime of hard work, juggling responsibilities, and managing stress.

Wednesday, February 14, 2024

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation.

Wednesday, February 7, 2024

When discussing multigenerational wealth it is common to come across proverbs that acknowledge the fact that generational wealth typically won’t make it past the third generation.

Wednesday, January 17, 2024

When you hear the term identity theft, the first thought that comes to mind may involve a data breach or opening a credit card in someone else's name. But another common type of identity theft involves the use of someone's Social Security.

Wednesday, January 10, 2024

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head.

Tuesday, January 2, 2024

Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to help cultivate better financial health.

Thursday, December 28, 2023

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances: 1....

Thursday, December 21, 2023

The holidays are often filled with a lot of hustle and bustle that can make it difficult to prioritize our physical and mental health. To help you slow down and focus on your own well-being, here are some tips for having a happy and...

Thursday, December 14, 2023

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2023 tax year.

Thursday, December 7, 2023

Most types of financial accounts allow you to designate a beneficiary, from checking and savings accounts to life insurance policies, 401(k)s, IRAs, pensions, and trusts. But when was the last time you looked at your beneficiary designation

Thursday, November 30, 2023

So, here is a list of things for you to think about as you consider your year-end charitable donations.

Friday, November 24, 2023

Your overall financial philosophy doesn't just affect your day-to-day spending decisions. It may also impact your long-term financial trajectory. Below, we discuss a few of the ways in which your attitudes toward money may shape your financ

Thursday, November 16, 2023

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations.

Thursday, November 9, 2023

One of the more difficult conversations for family members to have is talking about estate planning. There are several reasons for this, including the reality of our own mortality and that of our loved ones.

Wednesday, November 1, 2023

Generational wealth involves financial planning, where parents or grandparents pass wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a hold of assets or a check in the ma

Wednesday, October 25, 2023

For some people, the thought of using financial services is a scary experience. It involves planning for a future where you may not know how the economy may be, how your health may be, or what your financial needs might be.

Thursday, October 19, 2023

Holiday shopping. Gift wrapping. Baking. Traveling. Moving the Elf on the Shelf. The holidays can be stressful for families and the meaning of the season can easily be lost. Young children may think it is all about getting gifts and...

Wednesday, October 11, 2023

The latest job report reveals a notable slowing in the U.S. job growth as employers added 187,000 jobs in July, which is below economists' forecast of 200,000 positions.

Wednesday, October 4, 2023

In its annual Retirement Confidence Survey of current workers and retirees, the Employee Benefit Research Institute found that workers' confidence in their ability to fund retirement fell.

Thursday, September 28, 2023

A recent survey by found that a whopping two in three American adults do not have an estate plan1 - an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right...

Thursday, September 21, 2023

Financial capacity – the ability to manage your finances in your own best interest – involves everything from paying bills to reading a brokerage statement and weighing an investment's potential risks and rewards. And...

Thursday, September 14, 2023

If you qualify for Medicare, you have likely already heard of Medigap. Medigap insurance is a supplemental policy that private insurance companies sell in conjunction with Medicare Parts A and B to fill in the gaps where Medicare...

Thursday, September 7, 2023

Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you have access to this option, Roth contributions could play an important role in helping enhance your retirement income.

Monday, August 28, 2023

In a single game of chess, there are approximately 400 possible moves after each move played. When investing, there is also a seemingly endless selection of choices and critical decisions.

Monday, August 21, 2023

Some people go swimming by diving into the pool; others prefer to edge into the water gradually, especially if the water is cold. A decision about putting money into an investment can be somewhat similar.

Monday, August 14, 2023

How do 529 plans and Coverdell education savings accounts compare when saving for education costs?

Monday, August 7, 2023

Board and card games remain household staples for a reason; they spark a childlike joy. Regardless of how busy life is, your stress will melt away while playing these games.

Monday, July 31, 2023

Relying extensively on social security may not meet your retirement needsWhen it comes to planning for retirement, Social Security benefits have traditionally been viewed as a safety net for many individuals. However, in recent years,...

Friday, July 21, 2023

Many investors still adhere to the old adage—"sell in May and go away"—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk tolerance...

Monday, July 17, 2023

Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share with them key finan

Monday, July 10, 2023

If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves...

Monday, July 3, 2023

After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them. You may wonder whether there is any way to maintain your lifestyle and preserve your wealth...

Tuesday, June 27, 2023

Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them with money matters is a sensitive issue you need to approach carefully.When you hit a certain age of your life, you may...

Tuesday, June 20, 2023

When discussing multigenerational wealth it is common to come across proverbs that acknowledge the fact that generational wealth typically won’t make it past the third generation. In the United States the saying goes, “from...

Tuesday, June 13, 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? But that's what...

Tuesday, June 6, 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? The answer often lies in a...

Tuesday, May 30, 2023

Sometimes, 529 plans have unused funds after the beneficiary graduates or decides to discontinue their education. Whatever the reason for having unused 529 plan funds, here are five spending options to consider

Wednesday, May 24, 2023

For many, a retirement savings goal that could reach as high as $1 million or more may seem like a daunting, even impossible mountain to climb. What if you're contributing as much as you can to your retirement savings plan, and investing as

Tuesday, May 23, 2023

There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take Social Security retirement benefits.

Tuesday, May 16, 2023

Finding someone you trust enough to manage your money and your future may feel like a nerve-wracking choice. Fortunately, by doing some preliminary research and asking tough questions, you can build a relationship built on mutual trust

Tuesday, May 9, 2023

Here is a 6-question checklist for small business owners to ask themselves to determine if they are ready for retirement.

Tuesday, April 25, 2023

Navigating parenthood isn't always easy. But when it comes to helping adult children through their debt, there are steps you can take to be productive while avoiding potential pitfalls.

Monday, April 17, 2023

There are many myths out there about money, and these myths tend to restrict people’s thinking regarding their money, which can potentially limit their wealth opportunities.

Monday, April 10, 2023

The SECURE Act 2.0 legislation has changed the landscape when it comes to RMDs (required minimum distributions) - but what does this actually mean for those planning for retirement? Find out on our blog.

Monday, April 3, 2023

Changing jobs can have many benefits, but it also has a potential downside — retirement accounts that are spread across different companies.

Tuesday, March 28, 2023

It's not uncommon for behavioral and emotional barriers to impact an investor's decision-making (or lack of decision-making). These barriers are part of what makes each investor and their situation unique.

Tuesday, March 21, 2023

Generally speaking, cash is one of the worst asset classes to hold during rising inflationary periods. And in theory, there are some sectors that generally perform better than others if inflation rises. Check out blog to learn more.

Tuesday, March 14, 2023

Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years.Why work during retirement?Obviously, if you...

Wednesday, March 8, 2023

On this week's blog we share a few tips to help women account for today's expenses while still setting aside funds for retirement.

Wednesday, February 22, 2023

When was the last time you gave yourself a financial checkup? Setting aside time to understand your financial condition and conduct an honest assessment of where you stand is a great way to get started. Learn more on our blog

Monday, February 13, 2023

Entrepreneurs tend to be natural risk-takers but this doesn't mean committing to uncompensated risk. On our blog, we discuss some financial risks an entrepreneur may face and how they may be mitigated.

Tuesday, February 7, 2023

It’s never too early to get started on tax preparation, so why not start today? Check out our article on everything you’ll need to be ready for tax season.

Tuesday, January 31, 2023

When you hear 'identity theft', you probably think about a data breach or opening a credit card in someone else's name. But another common type of identity theft involves using someone's Social Security number to unlawfully intercept their

Thursday, January 26, 2023

Get ready for Super Bowl Sunday by checking out these Super Bowl-inspired investment strategies in our latest blog.

Tuesday, January 24, 2023

You probably have a few financial goals for 2023, but attempting to implement everything at once can be overwhelming. Here is a month-by-month to-do list to help you pursue your financial goals and keep you on track throughout the year.

Wednesday, January 11, 2023

The Secure Act 2.0 was signed into law by President Biden at the end of 2022, and this new legislation has the potential to help you save even more money for retirement.

Tuesday, January 10, 2023

Cleaning up personal finances remains one of the top resolutions every New Year, so here’s a month-by-month to-do list to help cultivate better financial health.

Wednesday, December 28, 2022

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.

Wednesday, December 21, 2022

There are several ways to pass wealth between generations that may provide tax advantages to help preserve it for the younger generations, as opposed to watching it disappear due to a tax consequence.

Wednesday, December 14, 2022

LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.

Tuesday, December 13, 2022

Year-end investment decisions may result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your deductions and credits. Check out our blog to learn more.

Tuesday, December 6, 2022

Nothing is more true to the holiday spirit than helping those in need. Volunteering with your family can be a great bonding experience, and teach valuable lessons in giving back.

Tuesday, December 6, 2022

If you own a traditional IRA or participate in a retirement plan like a 401(k), you generally must start taking RMDs for the year you reach age 72. Failing to take an RMD can be costly.

Tuesday, November 29, 2022

A list of things to consider as you think about year-end charitable donations With its family traditions and festive celebrations, the holiday season is the most wonderful time of the year. And according to, the...

Monday, November 21, 2022

Black Friday and Cyber Monday are two of the greatest days to score deals for holiday shopping. Unfortunately, with amazing deals plentiful, some scammers use these days to take advantage of shoppers looking for the greatest bargains...

Tuesday, November 15, 2022

Black Friday and Cyber Monday are two of the greatest days to score deals for holiday shopping. Unfortunately, with amazing deals plentiful, some scammers use these days to take advantage of shoppers looking for the greatest bargains...

Tuesday, November 8, 2022

If you hope to retire soon and are concerned about what the future may hold for your investments, you are not alone. Inflation has many retirees and soon-to-be retirees worried about outliving their savings and investments.1 What...

Tuesday, November 1, 2022

The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this percentage.1There are a number of different tax planning moves you can...

Tuesday, October 25, 2022

With the cost of long-term care (LTC) increasing year over year, considering how the costs of long-term LTC will impact your financial plan is essential. Here are three tips that may help make the cost of LTC more affordable.

Tuesday, October 18, 2022

Investing for your retirement isn't about getting rich quick, it's about having a game plan that you can live with over a long time. Investing for your retirement over the long term takes some practice and a little discipline.

Tuesday, October 11, 2022

For many individuals who hope to leave a legacy for their loved ones, estate planning may take on new importance. Here are two estate planning tips every high-net-worth individual should consider.

Tuesday, October 4, 2022

Today’s families have a variety of concerns when it comes to finances: retirement; education; protecting assets; and coping with unexpected life changes. Whether your goal is to build or protect assets, it may be better to start sooner rath

Monday, September 26, 2022

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks.

Monday, September 19, 2022

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA.

Monday, September 12, 2022

When planning for your retirement, make sure to consider how your retirement income could be impacted by investment risk, inflation, taxes, and health-related expenses.