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Saturday, June 1, 2024

Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that their retirement plans will succeed. A...

Thursday, May 2, 2024

To maintain good physical health, most people must exercise regularly, eat a balanced diet, and keep stress to a minimum. Achieving financial wellness is no different. It requires careful planning, smart decision-making, and consistent...

Tuesday, April 23, 2024

As an affluent family, planning for your children's education is likely a top priority. You want to ensure that they have access to the best education possible without worrying about the high cost of tuition.

Tuesday, April 9, 2024

Over the past few years, the market has appeared to be on a rollercoaster, providing investors with moments of excitement followed by heart-palpitating anxiety.

Saturday, March 2, 2024

In an unexpected turn of events, the IRS announced another delay in the implementation of the new reporting rule that would require third-party payment apps, for example, Zelle, PayPal, Cash App, or Venmo, to report earned income over...

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Saturday, March 2, 2024

Financial education, planning, lifestyle adjustments and advice are crucial As Generation X, often referred to as the "forgotten generation," inches closer to retirement, a unique set of challenges and concerns emerges. Born between...

Thursday, February 1, 2024

Economists and pundits predicted that the baby boomer generation's retirement would be dramatic, and the COVID pandemic sped things along. According to the St. Louis Fed, the number of retirees in the U.S. increased by 7% between...

Thursday, February 1, 2024

Ah, Money. The word leaves you with a positive or a negative feeling when you hear it. The feeling we get from money, and investing, has deep roots inside our emotions, although we may not understand why. Behavioral science explains...

Thursday, December 28, 2023

With a few simple actions, you can ensure your estate planning is effective Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you...

Thursday, December 28, 2023

Dear Valued Investor, LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that...

Tuesday, December 12, 2023

Improving return by minimizing taxes. Although we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments.

Thursday, November 30, 2023

For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions and retirement deadlines—don't change much, if at all.

Thursday, November 16, 2023

Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors that determine how much pay SS tax you pay, depending on your circumstances.

Tuesday, November 7, 2023

Retirement is a time that many of us look forward to our entire careers. It is the reward for a lifetime of work and the time to indulge in hobbies and enjoy much-needed vacations.

Tuesday, October 17, 2023

There are five estate planning documents you may need, regardless of your age, health, or wealth: 1. Durable power of attorney; 2. Advance medical directives; 3. Will; 4. Letter of instruction; 5. Living trust

Tuesday, October 3, 2023

You may have thought your digital identity was safe and not a likely target of a cybercriminal until one day, the bank calls wondering if purchases made at a store that you have never been to, 2,000 miles away, were made by you.

Tuesday, September 26, 2023

When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

Monday, September 4, 2023

From 2008 to 2022, the cost of in-state tuition at public universities rose nearly 80%.(1) The high price tag now associated with a college education makes it critical for families to carefully plan how to pay for higher education expenses.

Tuesday, August 22, 2023

In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.(1) A 2021 survey of 1,000 Americans found that 80% now say they have a budget.(2) Americans are budgeting more due to the pandemic.

Tuesday, August 8, 2023

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned adequately.

Tuesday, July 18, 2023

A financial plan is a collection of steps that help you to evaluate your financial condition and determine how to prepare for your financial future. Here are some steps to help you get a foothold to begin that climb toward possible financi

Thursday, July 13, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change.

Tuesday, July 4, 2023

A Backdoor Roth IRA is a strategy that allows individuals who earn too much to directly contribute to a Roth IRA to still contribute to one indirectly. Read on for more information.

Tuesday, June 13, 2023

Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact of taxes on these investments.

Tuesday, May 30, 2023

“Old-fashioned” practices, such as periodic financial reviews, can lead to greater confidence in the long run. As the year passes its midpoint, why not spend a few hours reviewing your finances?

Tuesday, May 16, 2023

Every day we’re bombarded with reports of what’s hot and what’s not – fueling a fear of missing out (FOMO) on some great investment opportunity. Here are some tips to avoid derailing your investment strategies.

Tuesday, May 2, 2023

Planning for retirement should start in your early twenties, if not before, so you can develop good health habits early and health can govern the quality of life long before retirement, and perhaps after.

Tuesday, April 11, 2023

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.

Saturday, April 1, 2023

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.

Tuesday, March 21, 2023

While the estate planning process can raise some difficult emotional and personal issues, your heirs will be glad you did it, and you will know that your wishes are assured.

Tuesday, February 28, 2023

Are there certain S&P 500 sectors that might perform better if inflation rises? Here are some sectors to consider if inflation continues to rise.

Wednesday, January 25, 2023

Financial wellness isn’t something you should ignore. It's a critical concept for anyone who wants to be knowledgeable and confident about their finances. So, what is financial wellness and why is it so important?

Wednesday, January 25, 2023

Which tax prep tools are worth the hype, and which may be passed over? We discuss five high-tech tools to help make tax time as simple and streamlined as possible.

Wednesday, January 18, 2023

Are you a Growth investor or a Value investor? Or do you prefer a mix of the two? Understanding your style of investing is an important step in deciding where to allocate your portfolio- keep reading for insights.

Wednesday, January 11, 2023

If you make New Year's resolutions and don't keep them, behavioral economics can help. It's the study of psychology as it relates to economic decision-making. Read on for more insight.

Tuesday, December 13, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...

Wednesday, November 30, 2022

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2022 tax year. Here we discuss some basics.

Thursday, November 10, 2022

Veterans' retirement benefits are among some of the most generous out there, in large part due to the risks and sacrifices that come from military service. But navigating this array of benefits may seem complicated. What should...

Tuesday, November 1, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:...

Tuesday, October 18, 2022

With the spooky season already approaching, you may wonder if there is anything that can be done to enter 2023 as financially secure as possible. This is a great time of year to look back —and forward — to set goals...

Wednesday, October 5, 2022

Implementing a 401(k) plan for your employees is good business. It means you're thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan:Can help...

Wednesday, September 21, 2022

Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. Many of today’s middle class families have...