Blog
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.
Unused 529 Plan Funds: 5 Spending Options to Consider
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
Read MoreDon't Let Your Retirement Savings Goal Get You Down
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
Read MoreUnderstanding Social Security Strategies
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.
Read More4 Tips for Building a Strong Professional Relationship With Your Financial Professional
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
Read MoreSmall Business Owners: Are You Retirement Ready (or Not)?
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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How to Help Your Children with Their Debt
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.
Read More6 Money Myths That Are Limiting Your Wealth
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.
Read MoreFive Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
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.
Read MoreWhen Changing Jobs, Rollovers May Offer Benefits
Changing jobs can have many benefits, but it also has a potential downside — retirement accounts that are spread across different companies.
Read MoreHow Emotional and Behavioral Barriers May Impact Your Investing Decisions
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.
Read MoreSectors to Consider if Inflation Continues to Rise
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.
Read MoreWorking During Retirement
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...
Read MoreFinancial Planning Tips for High-Earning Women
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.
Read MoreWorried About Your Financial Health? It May Be Time For A Checkup
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
Read MoreEntrepreneurship and Financial Risk: What You Need to Know
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.
Read MoreTax Prep Checklist: Everything You Need to Be Ready for Tax Season
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.
Read MoreHow to Recognize and Protect Yourself Against Tax Identity Theft
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
Read MoreKick off the Big Game With These 7 Super Investing Lessons From the Super Bowl
Get ready for Super Bowl Sunday by checking out these Super Bowl-inspired investment strategies in our latest blog.
Read MoreAn Annual Financial 'To-Do' List to Help Keep Your Finances on Track
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.
Read MoreWhat to Know About the Secure Act 2.0
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.
Read MoreYour New Year’s Financial Resolutions
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.
Read MoreCountdown To Investing in the New Year: 10 Questions To Ask Yourself
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.
Read MoreFamily Wealth Transfer Planning: Keeping It In The Family Through Generational Giving
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.
Read MoreLPL Research Presents - Outlook 2023: Finding Balance
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.
Read MoreYear-End Investment Decisions
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.
Read MoreVolunteering Tips for Families
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.
Read MoreRequired Distributions: Changes You Need to Know
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.
Read MoreYear-End Donations and #GivingTuesday
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 GivingTuesday.org, the...
Read MoreToo Good To Be True? 4 Black Friday and Cyber Monday Scams and How To Spot Them
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...
Read MoreToo Good To Be True? 4 Black Friday and Cyber Monday Scams and How To Spot Them
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...
Read MoreEnduring Market Volatility With a Financial Plan
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...
Read More5 Year-End Tax Planning Questions to Ask Your Financial Professional
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...
Read MoreHow Estate Planning Can Help Prepare for Long Term Care
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.
Read MoreStaying on Track with Your Retirement Investments
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.
Read MoreA Quick Guide to Estate Planning for Those With High Net Worth
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.
Read MoreThe Financial Planning Process: Why and How
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
Read MoreInflation Reduction Act: What You Should Know
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.
Read MoreNow Might Be a Good Time for a Roth Conversion
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.
Read MoreCommon Factors Affecting Retirement Income
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.
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