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5 Homeowner Estate Planning Tips to Consider
Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little...
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Fatherly Advice: 6 Timeless Financial Tips Our Fathers Taught Us
Although many things have changed in the financial world over the past 20 years, some nuggets of financial advice are timeless. Here are a few tips that have remained constant for several generations.Always Spend Less Than You...
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Insurance Coverage Review
Right now is a great time to assess your insurance coverage. Insurance is a means of protecting your assets against premature liquidation. When a loss occurs, the assets you've worked hard to attain face liquidation if your insurance...
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3 Ways Planning For Retirement is Like Planning For Summer Break
For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've...
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7 Ways to Show Your Gratitude During Military Appreciation Month
7 Ways to Show Your Gratitude During Military Appreciation MonthMay is Military Appreciation Month and the perfect time to express your gratitude to military members for their service. Whether you come from a military family or are...
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Mother Knows Best: 6 Small Business Lessons We Learned From Our Moms
Mother Knows Best: 6 Small Business Lessons We Learned From Our MomsMothers are our teachers, starting from the time we are born and lasting throughout our lives. They have a role in teaching us how to be good people, take care of...
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Small Business Owners: Are You Retirement Ready (or Not)?
Small Business Owners: Are You Retirement Ready (or Not)?Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not you are ready to...
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529 Plans and Alternatives: Making an Educated Decision about Education Savings Options
529 Plans and Alternatives: Making an Educated Decision about Education Savings OptionsThose that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future,...
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Optimizing Your Social Security Retirement Benefits
Pay Down Debt or Save for Retirement?All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful.The most important decision you can make is to...
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How to Increase Your Financial Literacy
How to Increase Your Financial Literacy Unlike verbal literacy, financial literacy isn't often taught in schools—which means that many people may enter adulthood without having all the tools they need to make...
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The Benefits of Getting A Second Financial Opinion
The Benefits of Getting A Second Financial Opinion When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions? At what point does it make sense...
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The Best Investment: Teaching Your Children to Save and Invest
The Best Investment: Teaching Your Children to Save and Invest A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock. 1 Making...
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The Strength of LPL Financial
The events of the past few days have many people asking questions about the health of the financial services companies they entrust with their money and investments. And to the extent that you may have similar questions, we want to...
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Pay Down Debt or Save for Retirement?
Pay Down Debt or Save for Retirement? You can use a variety of strategies to pay off debt, many of which can cut not only the amount of time it will take to pay off the debt but also the total interest paid. But like many people, you...
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Thinking About Working in Retirement? Here's What to Consider
Thinking About Working in Retirement? Here's What to Consider If you're thinking about working in retirement, you must consider a few things before making your decision. As you get older, the question of when to collect Social Security...
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Luck of the Investor: Making Your Own Luck on St. Patrick's Day
Luck of the Investor: Making Your Own Luck on St. Patrick's Day As Samuel Goldwyn once said, "The harder I work…the luckier I get!" 1 But when it comes to investing, luck may play a huge role in outcomes—no matter how hard...
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Credit Education Month: 4 Ways to Boost Your Credit IQ
Credit Education Month: 4 Ways to Boost Your Credit IQ 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...
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Spring Has Sprung: Time to Refresh Your Retirement Plan
Spring Has Sprung: Time to Refresh Your Retirement Plan Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health...
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8 Tips for Becoming a Wise Consumer of Healthcare
8 Tips for Becoming a Wise Consumer of Healthcare With healthcare costs continuing to rise, there are ways to help lower the cost of healthcare for yourself by becoming a wise consumer of healthcare. February is National Wise Health...
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5 Valentine's Day Gifts that Grow in Value Over Time
5 Valentine's Day Gifts that Grow in Value Over Time Valentine's Day is one of the biggest holidays for romance and for lavishing gifts on that special someone in your life. While flowers and chocolates may be the most common gifts...
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YOUR FINANCIAL FUTURE IS LIKE FOOTBALL
YOUR FINANCIAL FUTURE IS LIKE FOOTBALL – WITH PLANNING, YOU TOO CAN GET PREPARED FOR THE GAME OF LIFE Are you a football fan? Do you analyze the teams, study the plays, rattle off statistics, current and years past? The steps...
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3 Practical Time Management Tips for Investors
3 Practical Time Management Tips for Investors For many, spending more quality time with loved ones and friends is a New Year’s resolution or work-life balance goal. But for investors who are accustomed to keeping a close eye on...
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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 different. Regardless of what your goals are, financial planning can help you work towards achieving them...
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Five Healthy Habits for Financial Wellness
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...
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A Look at Tax Planning for Retirement
After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working. While you will likely see a reduction in the amount...
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Your New Year’s (Financial) Resolutions
A resolution for every month to help you work towards financial independence Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a...
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Like Ugly Christmas Sweaters, Retirement Planning Is Not ‘One Size Fits All’
Like Ugly Christmas Sweaters, Retirement Planning Is Not ‘One Size Fits All’ Just as every snowflake is unique, so is every person's retirement plan. Though there are some general strategies that can be...
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