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Wednesday, June 15, 2022

Your financial plan must be adaptable – you don’t set it and forget it   As summer heats up, it pays to take a good look at how flexible you are. When you plan for the future, you need to be adaptable. No one knows...

Friday, June 10, 2022

Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. A 2018 study from Harvard University’s Kennedy School of Government found that ESG investing now accounts for nearly $30 trillion, which...

Friday, June 3, 2022

When it comes to your retirement, there are three factors that you may want to take into account when planning for your retirement income needs.    First, the deductibility of Individual Retirement Account (IRA) contributions...

Wednesday, June 1, 2022

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death based on your goals and objectives. In United States v. Windsor...

Monday, May 23, 2022

With the average cost of tuition and fees at private colleges exceeding $43,750 in 2021-22—while out-of-state public college students are paying nearly $30,000 per year—saving for college might feel like a monumental task...

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Monday, May 16, 2022

Defined benefit pension plans may still be an attractive retirement benefit option for small employers. This is especially true for small business owners who have been too busy growing their businesses to plan for their retirement....

Monday, May 9, 2022

If you are self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future. Tax Advantages A retirement plan...

Sunday, May 1, 2022

When people think of life insurance, what usually comes to mind is settling the deceased's final expenses and providing financial support for their beneficiaries. Although these are the most common uses of life insurance, cash value,...

Monday, April 18, 2022

What does an entrepreneur need to create a dynamic company? The right mindset is a big part of it. As an entrepreneur, you devote half your time or more to the daily hustle, making things happen and accomplishing goals. The other half...

Monday, April 11, 2022

A green future is a prosperous one, and it is essential for everyone to do their part to ensure the future stays bright. Earth day may be the ideal time to find ways to invest in the planet so that the current generation and future...

Monday, April 4, 2022

Are you worried about the current state of the Social Security system and how its future may affect your retirement income? It’s important to take a long, hard look at your current savings strategy to ensure you’ll be able...

Friday, April 1, 2022

As we approach tax day 2022, you may be expecting to receive a tax refund. While you may have a temptation to spend your tax return, other options may be more beneficial to your financial situation. Your tax refund is for overpayment...

Friday, March 18, 2022

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, as it allows you to...

Friday, March 11, 2022

As more and more consumers search for financial information on the Internet, they may inadvertently leave themselves open to being “tracked” by certain companies and individuals. Visitors to financial websites have created...

Friday, March 4, 2022

Many women manage their own money. This includes women who have always been doing so and women who are relatively new to the world of investing, for whatever reason. Regardless of your level of investing experience, there are certain...

Tuesday, March 1, 2022

March is National Credit Education Month in the U.S., which makes it the perfect opportunity to brush up on your credit basics.1 Whether you're a credit novice or well-versed in the art of the FICO score, below are four ways to...

Monday, February 21, 2022

In the past, boomers and generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession changed this for many. Now, people have become...

Monday, February 14, 2022

Tax preparation tools and products continue to evolve even more quickly than the federal tax code itself. Which tax prep tools are worth the hype, and which may be passed over? Below we discuss five high-tech tools to help make tax...

Monday, February 7, 2022

Today, many people are concerned about saving for retirement or paying for a large ticket item, such as a child’s college education. If you belong to this group, now may be the time to organize your finances. It is never too...

Tuesday, February 1, 2022

Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based...

Thursday, January 20, 2022

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...

Friday, January 14, 2022

Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you're feeling, the larger your financial hurdles may seem, and the more you...

Friday, January 7, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Sunday, January 2, 2022

If your retirement years are on the horizon, below are a few new year's resolutions that may help put you on track.

Friday, December 17, 2021

Should you set up a trust? Maybe you've been to a seminar where they scare the life out of you, convincing you to start one. Let’s demystify this murky but very important area. Trusts are legal arrangements that give control of...

Friday, December 10, 2021

The more money that you can save when you are working, the easier it should be for you to retire and enjoy your golden years. Unfortunately, Social Security may no longer provide a sufficient income to live on during retirement. To...

Wednesday, December 8, 2021

LPL Research Outlook 2022: Passing the Baton is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond.

Friday, December 3, 2021

Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from IRAs and employer-sponsored retirement plans (previously,...

Wednesday, December 1, 2021

You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your retirement. Here are a few of the top mistakes people make to screw up this...

Monday, November 29, 2021

The past two years presented many small-business owners with unprecedented challenges. This year’s tax planning preparations include necessary measures for small-business owners to satisfy existing, new and modified tax laws that...

Friday, November 19, 2021

Your 2021 Year-End Planning Checklist It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now...