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Wednesday, June 1, 2022

The Stock Market has been trying to teach these lessons forever….The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons...

 

Wednesday, June 1, 2022

At the foundation of your financial well-being lies your behavior. Here is a statement that is bound to cause you to raise your eyebrows: Your long-term financial success may depend less on the structure of your portfolio than on...

 

Tuesday, May 3, 2022

When you're a small business owner, you need to pay extra careful attention to both your business and personal finances. Your financial planning strategies should simultaneously encourage the success of your business while also working...

 

Tuesday, May 3, 2022

8 Timeless Principles of Investing to Download our free e-book  "8 Timeless Principles of Investing." 

 

Monday, April 4, 2022

Social Security Retirement benefits are one thing that people know of, but often what they know isn't always accurate. First, the Social Security Trust Fund was created in 1939 as part of Old Age and Survivors Insurance by the Social...

 

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Monday, April 4, 2022

Each year, many of us focus on our financial health by resetting goals and checking off items on our financial to-do list. Attempting to implement everything at once can be overwhelming but a month-by-month approach may help you plan...

 

Tuesday, March 1, 2022

Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time...

 

Tuesday, March 1, 2022

A traditional IRA offers a great way to shield income from taxation while boosting your retirement accounts. Meanwhile, a Roth IRA can let you pay tomorrow's taxes today. But how can workers who are eligible to contribute to either...

 

Wednesday, February 16, 2022

Wall Street has little recent history to go from, but two things are very likely. Starting in late 2021 and throughout all of 2022, Wall Street has debated what markets might do if Russia invades Ukraine.

 

Wednesday, February 2, 2022

Retirement is the time in your life when you want to sit back, relax, and enjoy the fruits of years of hard work. But unfortunately, when the market is volatile, it may bring additional anxiety and stress. The good news is, a volatile...

 

Wednesday, February 2, 2022

Download the 2021/2022 Tax Season at a Glance guide from LPL.

 

Thursday, January 13, 2022

 

Saturday, January 1, 2022

 

Saturday, January 1, 2022

 

Thursday, December 2, 2021

As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs). What Are RMDs? Once you reach age 72, you are required to take minimum...

 

Thursday, December 2, 2021

The holidays are prime time for eating delicious food, celebrating with loved ones, and creating long-lasting memories. However, all this cheer can be both physically and mentally draining. That’s why it is essential to focus on...

 

Wednesday, December 1, 2021

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...

 

Monday, November 1, 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...

 

Monday, November 1, 2021

Emotions often drive investors to make poor decisions and underperform. Dynamic investing and overall fitness can often come down to discipline (and planning). Why aren’t you reaping the investment returns you read about in the...

 

Monday, November 1, 2021

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different...

 

Thursday, October 7, 2021

A well-structured estate plan can be invaluable to you and your family It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that...

 

Monday, October 4, 2021

Talking about long-term care (LTC) can be challenging, and it can be especially difficult to know where to start. How you choose to broach the conversation may depend on your loved one’s personality, age, health status, cognitive...

 

Monday, September 20, 2021

See if you can spot the flaw in this couple's plan: A husband and wife are retiring next month at age 62, with an equal amount saved in retirement and non-retirement accounts (let's call it $500,000 each). Like most, over their...

 

Wednesday, September 15, 2021

But the U.S. median VC fund size is also at its highest level since 2008… On July 8th, research firm FactSet reported that for the first half of 2021, venture capital (VC) investments have reached over $280 billion, surpassing...

 

Sunday, August 22, 2021

And with inflation and a looming debt ceiling fight, uncertainty is rampant The uncertainty that Washington policy makers foment can be considered a big culprit in our economic stasis. What will happen next with the Federal...

 

Wednesday, August 4, 2021

Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn't mean you have to forgo pursuing a return on your money. Socially responsible...

 

Wednesday, July 7, 2021

Why the inflation rate doesn’t tell the whole story – all it takes is a spike in a category like used cars to cause consumer prices to soar. Markets, economists and policymakers have been fretting about inflation for months...

 

Wednesday, July 7, 2021

U.S. consumers won't soon forget the troubling shortages of personal protective equipment during the early days of the pandemic, or when the first stay-at-home orders spurred panic buying and stress-inducing shortages of toilet paper,...

 

Thursday, June 3, 2021

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when...

 

Wednesday, June 2, 2021

Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time to seek advice from a financial...

 

Tuesday, May 25, 2021

529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options. Mutual funds Mutual funds are an option to...

 

Monday, May 24, 2021

Remember, it is never too early to start planning for your future The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to...

 

Monday, May 24, 2021

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠11 While the number is up slightly from the...

 

Monday, May 24, 2021

Americans are starting to experience the impact of increasing prices at the supermarket and the start of inflation. Also, clothing at retail stores is depleting as manufacturing has halted, creating demand for products ordinarily...