February 17, 2022
If you haven't taken a look at your overall finances lately, now may be a good time to tidy things up a bit. Here are some tips to help you straighten up your financial house:
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February 14, 2022
Happy Valentine's Day! While flowers and chocolates may be the most common gifts exchanged, why not consider a gift that may grow in value year after year? Check out some of our ideas:
February 10, 2022
Today, many people are concerned about saving for retirement or paying for a child's college education. If you belong to this group, now may be the time to organize your finances. Here are some st...
February 9, 2022
A huge challenge is planning for your retirement savings to outpace inflation. What causes inflation and what should you do about it? Learn more:
February 4, 2022
Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2022 if you're enrolled in Original Medicare Part A and Part B:
February 3, 2022
How this January 2022 market turbulence affects you depends upon how old you are. For people in or near retirement, it is scary – yet there are ways to offset a shrinking stock portfolio. Regardle...
January 31, 2022
Tax identity theft is a problem that many potential victims do not see coming. Here are a few ways you can protect yourself against tax identity theft this tax season:
January 21, 2022
There's no better time to check in on your financial wellness than the start of a new year. Financial Wellness Month encourages us to focus on our finances and develop a plan. Here are a few ways ...
January 19, 2022
The Fed has engineered a massive hawkish shift, causing a bit more stock market volatility recently. But how worried should investors be? Learn more:
January 18, 2022
With inflation on the rise, the IRS increased the 2022 contribution limits for some retirement accounts. Here is what retirement savers need to know about the increases allowed in 2022:
January 10, 2022
Financial professionals don't provide tax advice but can provide information on the tax consequences of specific investments you have as part of financial planning. Learn more:
January 5, 2022
2021 was a typical year for markets, but it also reinforced some basic market lessons that are hard to learn, even if they are not new. As we launch into the New Year, we're highlighting three 202...
January 4, 2022
At the beginning of each year, and regularly after that, it may be a wise idea to take stock of finances and make some changes to help improve your financial life. Here are five resolutions you ma...
January 3, 2022
Getting ready for retirement is both exciting and daunting. If your retirement years are on the horizon, below are a few new year's resolutions that may help put you on track:
December 28, 2021
For many people, a new year provides a new start—and nothing says new start like a fresh new set of financial goals. What steps should you take to get the most bang for your buck over the next yea...
December 27, 2021
For many people, a new year provides a new start—and nothing says new start like a fresh new set of financial goals. What steps should you take to get the most bang for your buck over the next yea...
December 22, 2021
If we are approaching the middle of an economic cycle with at least a few more years left, then we believe the chances of another good year for stocks in 2022 are quite high. Learn more:
December 16, 2021
You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your retirement. Here are a few of the top...
December 13, 2021
Are you thinking about bailing out of stocks before year-end while the capital gains rate is low? Before you hit the sell button, think it over carefully. Next year, those rates could rise. Learn ...
December 10, 2021
It's hard to believe we are already approaching the end of another year, and the holiday season is beginning. Here are eight tips to help you start the New Year holiday debt-free from holiday spe...
December 8, 2021
LPL Outlook 2022: Passing the Baton reviews the economy, stocks, and bonds, and insights on what we can expect in the economy, stocks, and bonds through 2022.
December 6, 2021
One variable that is hard to plan for in retirement is taxes. We don't even know what the tax rates will be next year, so how can you plan for 20 years or more in the future? There are steps you ca...
December 3, 2021
In a late-October, Congress passed a trillion-dollar bill designed to preserve, revitalize, and expand the country's infrastructure. How will the infrastructure bill impact investors? Learn more:
December 2, 2021
It's December, and that means it's crunch time for the gift-buying season. This year, a little thinking outside the box will go a long way toward putting a smile on loved ones' faces. Whether you'...
November 29, 2021
Tax planning can be beneficial when done before the end of the year. Opportunities exist for you to mitigate tax liability, which may leave more income for you and your family. Here are some tips ...
November 23, 2021
Charitable giving can play a valuable role in your financial and tax strategies. Here are some strategies that can be used to create a giving plan that is both beneficial and appropriate for you:
November 19, 2021
The Treasury Department revamped its projection and concluded that the Social Security fund will be dry by 2033, one year earlier than reported last year. Why is Social Security drying up so fast ...
November 17, 2021
After an upside inflation surprise in October, it's clear that peak inflation may still be ahead, possibly even pushing into 2022. Here are five signs to watch for over the next several months tha...
November 10, 2021
Don't let the end of the year sneak up on you. Set aside sometime this month to focus on year-end planning and head into the new year feeling confident about your financial health. Here's our check...
November 9, 2021
Among the many provisions being debated in Congress is a provision that would eliminate a strategy that allows high-income investors to pursue tax-free retirement income: the back-door Roth IRA. L...
November 5, 2021
Year-end planning is especially important for retirees and those hoping to retire this year or next. Here are some tax and income strategies to consider when planning the end of the 2021 tax year a...
November 4, 2021
By reviewing your finances periodically and tracking your progress, you may be in a better position to work towards financial independence and pursue the retirement of your dreams. Here are some i...
November 2, 2021
Inflation, an aggressive Federal Reserve, profit margin pressures, pulling forward of seasonal gains, and potentially overly bullish sentiment. Learn more about why these five things scare us:
October 27, 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 confiden...
October 22, 2021
Every saving and investment product has different risks and returns. Differences include how readily investors can get their money when they need it, how fast their money will grow, and how safe t...
October 21, 2021
More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. Here are some ways to help y...
October 19, 2021
Corporate America's stunning performances over the past two earnings seasons have exceeded estimates by the biggest margins we've ever seen. We expect solid earnings gains during the third-quarter ...
October 14, 2021
According to recent research, it might be possible for humans to experience a lifespan of 125 to 130 years by the end of the 21st century. Here are some unexpected risks of increased longevity and...
October 12, 2021
National Savings Day is a great time to put your finances first. Here are some money saving tips everyone should know:
October 7, 2021
With the fourth quarter underway, 2022 is fast approaching. We see a favorable economic environment for stocks in 2022, consistent with prior mid-cycle expansion years and bolstered by continued e...
October 4, 2021
The earlier you recognize the variables that will shape your retirement planning, the greater the likelihood that you will have the appropriate strategy in place to pursue your long-term objective...