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As Volatility Increases, So Does Retirement Worry
Getting ready for retirement involves more than just calculating how much you will need and the rate you can draw down your savings. Here are a few exercises that you can take to get ready for the reality of retirement.
Read MoreKeep Calm and (Financially) Plan On: Navigating Money Stress with a Financial Professional
In the midst of inflation, war, and stock market volatility, money worries may be one of the biggest sources of stress. What might a financial professional do to help you navigate money stress?
Read MoreSocial Security Retirement Income- A Primer
As you near retirement, it's likely you'll have many questions about Social Security. Be aware of these three advantages that Social Security offers.
Read More5 Last Minute Considerations Before Tax Day
With April’s federal tax filing and payment deadline on the horizon, are you confident you have everything in order to make your tax filing go as smoothly as possible? Here are five last-minute details to double-check before Tax Day.
Read MoreThree Takeaways from the Fed Decision
OverviewAs we expected, the Federal Reserve (Fed) raised the fed funds rate by 0.25%, pushing the upper bound to 5.00%.Financial conditions were stable enough for the Federal Open Market Committee (FOMC) to release updated projections,...
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Here’s Why Your Credit Score Matters and How to Improve It
The first step to managing a credit score is to understand how it is calculated. Read this guide to help you on your way to achieving financial freedom.
Read More6 Essential Tips for Retirement Planning
Whether you are classified as a millennial, Gen Xers, women, or you are in your 40s-50s, retirement planning is a must. Michael shares key retirement planning tips for a successful retirement.
Read MoreWhy Caregivers Should Care About Estate Planning
A focus on estate planning can help caregivers determine the next steps for those they look after, and provide better peace of mind.
Read MorePicking a Financial Professional in the New Year
Most investors do not comparison shop when choosing a financial advisor. Here are some tips you can follow when you're choosing a financial professional.
Read MoreA Year-end Wealth Checklist
If the end of the year has you in planning mode, you’re not alone—starting a new year may be a great opportunity for a review and renewal. What steps might you take for next year? Use this end of year checklist to help you make a plan.
Read MoreThe Best Items to Help You Organize Your Finances and Important Documents
The first step to improving your finances is to get organized. These Amazon finds can help you create a monthly budget, plan your spending, and safely store your important insurance or personal documents for easy access wherever you are.
Read MoreLPL Financial Research Outlook 2023: Finding Balance
In 2023, we look to equity markets to find balance between key macroeconomic factors—inflation, interest rates, and Fed policy—and business fundamentals. Our economic and market forecasts for 2023 can help us navigate the year ahead.
Read More5 Ways to Boost Your Business for Small Business Saturday
Shoppers spend nearly $20 billion every year on Small Business Saturday.1 If you’re not familiar with this particular holiday, it takes place in the U.S. the day after Black Friday in November, and a few days before Cyber...
Read MoreAppropriate 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 strategies that might help reduce taxes. Typically, suggestions are grouped into several different...
Read MoreProtecting Your Financial Information Online
More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can guarantee complete safety on the Internet,...
Read More8 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 different. Regardless of what your goals are, financial planning can help you work towards achieving them...
Read MoreA 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 bookmark of sorts, especially for your finances—a perfect time to take stock of your...
Read MoreManaging Caregivers Stress
With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well. Informal caregivers may find that their work is rewarding, since they ensure that their loved one is...
Read MoreTax-Advantaged 529 Accounts: What families need to consider
According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for the 2021-2022 school year was $10,740 for in-state students and $27,560 for out-of-state...
Read More4 Tips and Resources to Help Seniors During Periods of High Inflation and Market Volatility
In 2022, U.S. inflation hit a 40-year high, with prices for food, housing, gasoline, and other key staples increasing by nearly 10% over the previous year.1 During these uncertain times, stocks have continued a roller-coaster ride...
Read MoreLPL 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 support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...
Read MoreFour Tips for Gaining Financial Independence
The golden rule of financial planning: if you can plan it, you can pursue itOver the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom includes...
Read MoreSummer Time Reminds Us to Be Flexible
Your financial plan must be adaptable – you don’t set it and forget itAs 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 what...
Read MoreThe Road Home: A Homebuyer's Guide to Financial Planning
If you're getting ready to buy a home, there are a few key steps you can take to prepare your finances for this major lifestyle shift. Here we discuss three things you can do to make the transition to homeownership as smooth as...
Read MoreRevive Your Resolve: How to Recommit to Your Goals and Resolutions
The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer getting the attention they deserve. Whether you are feeling your motivation waning or feel like the goal is too far...
Read More5 Ways a Financial Professional Could Be a Small-Business Owner's Best Friend
As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure. However, financial professionals may...
Read MoreHow to Manage Savings for Retirement
Whether you dream of a travel-filled retirement or would prefer to relax and enjoy spending more time at home, you are probably wondering what you might consider to make your golden years as stress-free as possible.For those who spent...
Read MoreWhat is Financial Wellness?
Financial wellness is living a healthy economic life for yourself and feeling good about your financial situation. It is also an essential part of taking care of yourself and those around you. Financial wellness can mean different...
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