A Holiday Survival Guide for Your Finances
The average family spends an extra $1,000 or more during the holiday season. From gifts and travel to dinners, shows, and decorations,...
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Appropriate Checklists for Year-End Tax Planning
What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end...
A Fall Financial Checklist
For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a...
3 Tax Strategies to Consider at Year-End
With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider updating your tax...
6 Ways to Minimize Your Tax Liability Throughout the Year
You don't need to wait until the end of the year to look for ways to minimize your tax liability. Tax planning should take place...
5 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...
8 Things Financial Planning Can Help You Address
Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are...
4 Ways to Save for Retirement Without a 401k
You are not alone if you do not have access to a 401(k) retirement plan. Pew Research data reveals that 35% of private-sector employees...
Setting and Targeting Investment Goals
All investing involves risk, including the possible loss of principal, and there can be no guarantee that any investing strategy will be...
High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?
High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey....
National Life Insurance Awareness Month
It’s also a good time to talk about the insurance crisis facing baby boomers Baby boomers’ huge numbers and surprisingly shaky health...
Sticker Shock: Creative Ways to Lower the Cost of College
Even with all of your savvy college shopping and research about financial aid, college costs may still be prohibitive. At these prices,...
The Basics of the 401(k): Thoughts from a financial professional
Most often, the first question a prospective employee will ask is about your company’s benefit program. And in my experience, the two...
Preparing for the Worst - Disaster Planning
Given the daily responsibilities of running a business, planning for an event that may or may not happen may not seem to be a priority....
5 Tips For Budgeting Like A Boss
When it comes to creating your own monthly budget, sometimes planning is easier than the practice. Keeping track of finances can be...
A Place for Everything: A Step-by-Step Guide to Getting Your Finances Organized
Have you ever found yourself scrambling for spare cash to send with your child for school lunch? Have you paid a late fee because you...
Investment Planning - The Basics
Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step —...
Back to School Checklist
It’s so easy to get caught up in the bliss of summer that, before you know it, the new school year is a week away. To avoid being struck...
LPL Financial Research Midyear Outlook 2022: Navigating Turbulence
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and...
Financial Freedom vs. Financial Independence: Key Differences and How to Work Towards Both
Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include...
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