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.

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.

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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.