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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.
How 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.
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Countdown 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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