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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, November 1, 2022

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 throughout the year to have you prepared well ahead of tax season. Here are six ways to minimize your tax...

 

Saturday, October 15, 2022

If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. You can make an impact while receiving tax benefits by including philanthropic giving as part of a holistic...

 

Saturday, October 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

 

Thursday, September 15, 2022

As you near age 65, you may start to think about Medicare. How do you sort through your coverage options? When (and how) do you enroll? And what if you have other health insurance? Here is some information to help you

 

Thursday, September 1, 2022

Financial planning is an important part of securing your current lifestyle as well as preparing yourself for what you wish to do in your eventual retirement. And while this importance may look different during each stage of...

 

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Monday, August 22, 2022

You're about to receive a distribution from your 401(k) plan, and you're considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you'll want to avoid...

 

Friday, August 19, 2022

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...

 

Monday, August 15, 2022

A beneficiary is the person or entity you name (i.e., designate) to receive the death benefits of a life insurance policy. Some states require that your beneficiary have an insurable interest in your life or be related to you (at least...

 

Monday, August 8, 2022

Financial capacity – the ability to manage your finances in your own best interest – involves everything from paying bills to reading a brokerage statement and weighing an investment's potential risks and rewards. And...

 

Wednesday, August 3, 2022

Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of...

 

Tuesday, July 19, 2022

All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. And asset allocation and diversification alone cannot guarantee a profit or eliminate...

 

Tuesday, July 12, 2022

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life...

 

Tuesday, June 21, 2022

The need for regular saving and investing spans many life stages. Through the years, your goals will change and your strategies will shift, but don’t be alarmed. You’re just progressing through the normal stages of life,...

 

Tuesday, May 24, 2022

It’s important to be task driven at work, but your mental and physical well-being should never suffer because of your daily tasks. Here are some questions worth asking yourself during a work day.How are you fueling your body?A...

 

Tuesday, May 17, 2022

 

Tuesday, May 10, 2022

 

Tuesday, May 10, 2022

If you have always thought estate planning was just for those nearing retirement or already retired, think again. If you own a home, it is important to have a plan in place. Without a will or other arrangements that allow your home to...

 

Wednesday, May 4, 2022

 

Tuesday, April 12, 2022

 

Thursday, April 7, 2022

 

Tuesday, April 5, 2022

 

Tuesday, March 8, 2022

 

Wednesday, March 2, 2022

 

Tuesday, March 1, 2022

 

Wednesday, February 23, 2022

 

Friday, February 18, 2022

 

Tuesday, February 15, 2022

 

Tuesday, February 8, 2022

 

Thursday, February 3, 2022

 

Tuesday, January 18, 2022

 

Tuesday, January 11, 2022

 

Tuesday, January 4, 2022

 

Wednesday, December 15, 2021

 

Monday, December 13, 2021

 

Monday, December 6, 2021

 

Friday, November 26, 2021

 

Monday, November 22, 2021

 

Tuesday, November 16, 2021

The holiday season means shopping is at its peak, and while many consumers are familiar with Black Friday and Cyber Monday, they may be less familiar with Green Monday. Held on the second Monday of December, Green Monday is another...

 

Wednesday, November 10, 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...

 

Friday, October 22, 2021

The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin...

 

Tuesday, October 19, 2021

Giving Tuesday is a day to extend the goodwill that the holiday season may bring to help others. With so many in need, the holiday season is a reminder to help those less fortunate. Whether you want to donate your time or contribute...

 

Wednesday, October 13, 2021

One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now, there is no shortage of...

 

Tuesday, October 5, 2021

Today, many people find themselves bombarded by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better now...

 

Friday, October 1, 2021

Open enrollment for employee benefits kicks off this month. While you plan your Thanksgiving menu, review your benefit choices. Even if little changed in your life this past year, maximize what your employer offers. Here are some...

 

Friday, September 24, 2021

Whatever your age, it’s never too soon to look ahead and begin giving thought to your retirement. With proper planning, you can make the transition to retirement a smooth, comfortable and confident ride. Today, more than ever,...

 

Wednesday, September 22, 2021

As more and more women assume leadership roles in businesses, it is changing the attitude and sometimes even the future of the workplace. Female bosses may teach business leaders a lot about engaging with employees, promoting their...

 

Monday, September 20, 2021

If your 65th birthday is coming up—or if you're receiving Social Security Disability payments and are about to qualify for Medicare before age 65—you may be wondering exactly what comes next.1 Below, we discuss some...

 

Thursday, September 16, 2021

When it comes to creating your own monthly budget, sometimes planning is easier than the practice. Keeping track of finances can be tricky, but, with a few guidelines and time, you can take charge of your bank account once and for all....

 

Monday, September 13, 2021

Whether you're still living at home, in school, or starting your career, your late teens and twenties present a prime opportunity to think about your financial future. Though you may not hit your peak earning years until your 40s or...

 

Sunday, September 12, 2021

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....

 

Friday, September 10, 2021

One of the most important pieces of the college financing puzzle is the Free Application for Federal Student Aid (FAFSA). Without the FAFSA, a college student is unlikely to be able to apply for or receive certain types of federal...

 

Wednesday, September 8, 2021

The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of...

 

Thursday, September 2, 2021

September 22nd is American Business Women's Day, and it may be the perfect day to celebrate women who have surpassed the glass ceiling and gone on to be leaders and inspirations for businesswomen everywhere. In honor of American...

 

Friday, August 27, 2021

It wasn’t long ago when an individual went to college, got an education, and embarked on one career that usually lasted a lifetime. Many companies provided on-the-job training, and little emphasis was put on the idea of going...

 

Friday, August 13, 2021

Have you ever thought about the important role life insurance can play in helping you manage a variety of important financial objectives? Let’s look at some “slice of life” hypothetical examples and you’ll see...

 

Thursday, August 5, 2021

Six months and counting. That is the current monthly winning streak for the S&P 500 Index. To take that a step further, this key equity benchmark has posted gains in 13 of the last 16 months—dating back to the March 2020 low....

 

Monday, August 2, 2021

Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still smarting from having to write a check to the IRS.[1] For many, it can be tough to make the connection between those...

 

Sunday, August 1, 2021

As the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of...

 

Saturday, July 31, 2021

As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million.[1] For these non-profit organizations where every penny has a purpose, having the services of a financial professional...

 

Friday, July 30, 2021

The student loan landscape has changed dramatically since the beginning of the COVID-19 pandemic. From the suspension of interest payments on federal student loans to tax incentives for employers who pay their employees' student loans,...

 

Friday, May 14, 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 3, 2021

Small business owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise....

 

Sunday, May 2, 2021

Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs...

 

Saturday, May 1, 2021

Your financial professional can help you navigate the ever-changing IRS rules.... Taxpayers of all ages may be able to claim a deduction on their 2020 tax return for contributions made to their Individual Retirement Account made...

 

Monday, March 1, 2021

In 2020, the average FICO score in the U.S. rose to 711, an eight-point increase from 2019.1 When it comes to having healthy credit, your score is the result of many factors. But what specifically goes into someone's credit report, and...

 

Monday, March 1, 2021

If you're like many Americans, you may have a few dents and dings on your credit report. As of 2020, around one in five adults has either a "fair" or "poor" credit score, which can impact their ability to qualify for a loan, rent an...

 

Friday, February 26, 2021

You’re an entrepreneur and you’re not looking back. You’ve opened your own business, whether alone or with other partners, and you’ve found some success. You’ve hired employees, or not, depending on your...

 

Friday, February 26, 2021

Women play a central role in establishing and preserving family wealth - whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their...

 

Friday, February 26, 2021

As temperatures warm up, trees begin budding, and the days get longer, you probably throw open your windows and think about spring cleaning your home. As you tackle washing windows, cleaning carpets, and sorting out the garage,...

 

Friday, February 26, 2021

On Saint Patrick’s Day, towns hold festive parades, people head to restaurants to dine on Irish fare, children pinch each other if they don’t wear green, and everything from beers to milkshakes turn the color of shamrocks....

 

Thursday, February 18, 2021

Should Your Family Have a Family Business Constitution? Constitutions don't just set down fundamental rules and processes for countries; they can also set rules down for families—especially families with businesses. Having...

 

Thursday, January 28, 2021

Each generation, it seems, strives to distinguish itself from the former generation. Trendy hairstyles, funky fashion, special slang, alternative lifestyles, and even different ideals are eagerly adopted in an effort to differentiate...

 

Wednesday, January 27, 2021

Every year, people send 145 million Valentine’s Day cards, making this the second most popular card giving holiday besides Christmas. In the United States, Great Britain, France, Australia, Canada, and a handful of other...

 

Wednesday, January 27, 2021

As the COVID-19 pandemic enters its second year, President Joe Biden has begun to outline details of the "American Rescue Plan," a $1.9 trillion relief plan designed to help stem the coronavirus pandemic while giving the U.S. economy a...

 

Monday, January 25, 2021

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling...

 

Monday, January 11, 2021

LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021 looks ahead. 2021 will bring advances to further...

 

Monday, January 11, 2021

New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances...

 

Tuesday, January 5, 2021

After months of intense debate, the House and Senate voted to pass a second COVID-19 economic stimulus bill and the President has signed it into law.1 At a total cost of $900 billion, this 5,600-page bill1 contains everything from...

 

Thursday, December 17, 2020

For years, you’ve diligently invested in your retirement portfolio, accumulating wealth that you hope will sustain you throughout your Golden Years. To help see that your assets are sufficient to help you support your lifestyle...

 

Thursday, December 17, 2020

With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider updating your tax strategy to best preserve your assets into the future. Don't wait until the end of the tax year to...