Broker Check

Blog

Welcome to our blog where we share insightful information and articles about financial planning, retirement planning, wealth management, and more.

Tuesday, July 5, 2022

The "Sandwich Generation" wakes up every morning with a lot on their plates. They not only have to provide support for themselves and their own children but also help to take care of aging parents.

Friday, June 17, 2022

Many investors still adhere to the old adage—"sell in May and go away"—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk...

Friday, May 27, 2022

Alzheimer’s disease, the most common form of dementia, is generally diagnosed in people over 65 years old, causing memory loss, changes in mood and behavior, and the gradual inability to maintain independence in daily living...

Friday, May 13, 2022

If you wonder whether it’s too late to start saving for your child’s college education—the answer is no. Whether your child is a newborn or already starting college, a 529 account may provide some tax benefits. Here...

Friday, May 6, 2022

Suppose you have read or watched a story about converting an IRA to a Roth IRA after age 60. In that case, you may have seen this strategy portrayed negatively or only highlighting the benefits. This article will cover myths about...

Show All

Wednesday, May 4, 2022

While it may seem that fishing and investing are completely unrelated, believe it or not, there are some characteristics that make a person good at fishing that can also transfer to investing. Here are six fishing lessons you can apply...

Tuesday, April 26, 2022

Federal employees have different benefits than other workers, including an annuity (or pension) and the Thrift Savings Plan program. However, navigating these benefits may sometimes be a challenge. What should federal government...

Friday, April 8, 2022

Preparing for retirement may be an exciting and stressful time. While the idea of leaving the workforce and enjoying more leisure time may be appealing, the prospect of no longer receiving a regular paycheck might be intimidating for...

Friday, April 1, 2022

Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what's most important to you? A strong...

Friday, March 25, 2022

April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to learn something new, it may be worth the effort to brush up on some...

Friday, March 25, 2022

Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what's most important to you? A strong...

Tuesday, March 22, 2022

When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your benefits will generally be subject to...

Friday, March 11, 2022

Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that may lead us to make financial mistakes. In his book Predictably Irrational: The Hidden Forces That Shape Our Decisions, Dan...

Monday, March 7, 2022

Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2021. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2021 ($7,000 if you were...

Thursday, February 24, 2022

A whopping 70 percent of adults in their 20s through 50s fear that the Social Security program might be reduced or eliminated by the time they retire and don’t know what to expect.1  It's important for all adults to be...

Friday, February 18, 2022

Friday, February 11, 2022

Friday, January 28, 2022

Friday, January 14, 2022

Parenthood is full of highs and lows. If you have children, you probably know firsthand what it feels like to be in debt. Because you know how debt feels and you love your children, you probably want to step in and relieve them of...

Friday, January 7, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Friday, December 31, 2021

While most people find the notion of creating a budget about as appealing as cleaning out closets, most would agree that the result—a well-crafted and useful budget—is worth the work   Two financial...

Tuesday, December 21, 2021

The New Year is the time to make resolutions, and for those who are retired, those resolutions may look a little different than they did in past years. Whether you are looking to improve your health, or your finances, below are a few...

Friday, December 10, 2021

As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs). What Are RMDs? Once you reach age 72, you are required to take minimum...

Tuesday, December 7, 2021

LPL Research Outlook 2022: Passing the Baton is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond.

Friday, December 3, 2021

As a group, physicians are among the highest-earning professionals out there—and this specialized and life-saving career comes with some specific financial needs. Because of this, physicians should seek out a financial...

Friday, November 26, 2021

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with...

Friday, November 19, 2021

It seems that state and federal laws governing estate planning may be running behind the growing trend of couples living together outside of marriage. For these unmarried partners, more creative estate planning strategies could be the...

Friday, November 12, 2021

It’s hard to believe we are already approaching the end of another year, and holiday season will soon be here. Since holiday spending doesn’t include just gifting, it’s essential to set your budget now. You may...

Thursday, November 4, 2021

When it comes to 401(k) plans, some people may find themselves a bit confused about the 10% Federal income tax penalty for withdrawals prior to age 59½ and hardship withdrawals from a 401(k) plan. The Internal Revenue Service...

Wednesday, November 3, 2021

Whether you're launching a new business, looking for a second opinion on your retirement plan, or just need some extra help with your taxes, you may be wondering whether it's time to contact an accountant or financial professional....

Wednesday, October 27, 2021

With the holiday season just around the corner, you may be ready to get a jump on your holiday shopping. Unfortunately, for many, holiday shopping easily gets out of control. When you are in the giving spirit, you may find yourself...

Tuesday, October 19, 2021

Today’s women are more educated and have more significant job opportunities compared to previous generations. Despite more women in the workforce than ever before, women still experience considerable pay disparity compared to...

Wednesday, October 13, 2021

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 certain processes and governing principles put to writing can...

Tuesday, October 5, 2021

For some, 2021 has flown by—and as we approach the last quarter of the year, it's a good time to begin planning for the next one. Year-end planning is especially important for retirees and those hoping to retire in 2021 or 2022....

Thursday, September 23, 2021

Save More Every Month with These Smart Strategies Saving money can be difficult, even when you stick to a budget. It’s easy to feel like you’re not getting anywhere. You wish you could save more, but where do you start? At...

Thursday, September 16, 2021

Have you ever wondered if the money in your investment accounts will last through retirement? Here are some steps that go beyond the basics of using tax-advantaged funds and making regular contributions. Review your portfolio - Conduct...

Thursday, September 9, 2021

Many self-improvement goals focus on stability and personal growth — and financial goals are often no different. From buying your first home to saving for retirement, planning your finances can also help you work toward your...