What do Baby Boomers, Millennials, Gen Xers, and Gen Zers all have in common? They can all benefit from financial planning. Read here to learn more about financial planning at every age:
50% of people with life insurance are underinsured. As your life changes, so do your life insurance needs. Here are some basic questions to ask yourself to ensure your life insurance plan is up to...
When it comes to planning for retirement, it's easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life, but here are four financial planning essential...
Physicians are among the highest-earning professionals out there—and this specialized and life-saving career comes with some specific financial needs. Learn more about some of the factors to consi...
Inflation can do a number on retirees' incomes. Most people don't think about that, but with longer lifespans, we run a real risk of seeing our retirement savings eaten away. Curbing its impact ta...
Your child or grand child may be ready for college but is your bank account? It's never too early to start saving for college! Learn more about your options and different ways to save for college ...
As your life changes, your financial needs often change, as well. Regardless of whether you are just starting out in life, are in mid-career, or are at the peak of your earning years, life insuran...
The U.S. workforce was hit hard during 2020 and we're still seeing the effects today. What damage did the pandemic do to our workforce? Read how the pandemic has impacted labor to find out:
Corrections are a normal part of investing and the S&P 500 Index has yet to pull back even 5% so far this year. However, we remain steadfastly bullish and this week want to explore five things ...
Did you know there are several new programs available to help make student loan repayment cheaper and simpler? Check out these changes to student loans and the repayment process in 2021:
With the start of a new school year, it might be time to start thinking about college savings options. 529 plans can be a great way to save for college, but they're not the only way. When you're in...
In today's economy, offers of an early retirement buyout for a current employee or a pension buyout directed at a former employee are becoming common as companies look for ways to cut costs. Are e...
Whether you've been investing for years or just made your first stock purchase, you may find that the more you learn, the more you realize you don't know. How well do you know investing? Test your...
Corporate America does it again. Strong second-quarter economic data and rising earnings estimates pointed to faster earnings growth than the consensus estimate implied in July. Learn more:
Amid stagnating real wages, rising inflation and low interest income, many people have a tough time setting aside money for retirement. And the truth is that there could be multiple problems that ...
What will inflation be in the coming years? The real answer is that it varies according to your age and spending patterns. While the reported inflation rate is important for Social Security income...
When it comes to finances, trial-and-error may not be the most suitable approach for you. Avoiding some of the following financial mistakes might save you a great deal of money and headache:
Last week was a huge news week, from the Fed, to gross domestic product (GDP), to a giant week of earnings reports. Here is some insight into what may be on the horizon for markets, policy, and th...
Why invest? Some save for their retirement, pay for education, or to increase their net worth. Here are some additional reasons why people choose to invest:
Whether you're enrolling in the Medicare program for the first time or have been a Medicare enrollee for years, it's important to stay on top of current offerings, costs, and enrollment dates so th...
In April, the White House released a fact sheet for the American Families Plan, which proposes about $1 trillion in investments and $800 billion in tax cuts. There would also be tax increases for...
If you've ever been frustrated by the contribution limits associated with Roth IRAs, a backdoor Roth IRA might be the option for you! Here's what you should know about this workaround if you're a ...
Market risk is something all investors may worry about, but those close to retirement have limited time to recover from market loss. One way that investors can mitigate risk is by including annuit...
LPL's Midyear Outlook 2021: Picking Up Speed reviews the economy, stocks, and bonds, and insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2021.
Now, as the economy reopens fully and all at once, consumers are again experiencing a wide array of shortages. Businesses are having trouble hiring workers as well as acquiring sufficient supplies...
Happy Financial Freedom Day! With some focused and consistent effort, you may be able to achieve financial freedom sooner than you expected. Here are the different stages of the financial freedom ...
For many people, a home is the biggest purchase made during their lifetime, so it's important to do everything possible to keep it in good condition. Here are three important steps you can take to...
Strategic financial planning is important for everyone but especially for high-income earners that have their compensation tied directly to the success of the business. For entrepreneurs, the time...
Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic may be able to avoid financially material impacts. Learn more:
With more research and data coming out since COVID-19, the U.S. is facing an economic and retirement crisis. There are many things to consider leading to this situation for future retirees. Learn ...
Graduation from college is an exciting time for many, but can signal the start of student loan repayment. Here are some of our tips to help you create your repayment process:
Markets, economists & policymakers have been concerned about inflation for months, worried that the trillions of dollars being spent in government stimulus programs could overheat the economy & se...
After one of the worst starts to a year for fixed income, returns may not get better from here. Long-term interest rates have traded sideways but we expect rates to potentially rise further, which ...
It's normal to feel a little uncertainty during periods of market turbulence, but I recommend making proactive decisions now when it comes to your retirement portfolio. Here are five things to con...
One way to help save for a grandchild's education is by contributing money to a 529 savings account. What should grandparents know about 529 college savings accounts? Learn more:
Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Here are a few simple tips that will help you to stay on track and committed to your...
High net-worth executives often miss opportunities in their financial planning because they haven't planned adequately for their retirement even though they make a high income. Are you missing opp...
The economic recovery continues, as the recipe of vaccines, the reopening, & record stimulus all have combined to produce what should be one of the best years for growth ever. Here's why inflation...