October 1, 2021
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:
Articles
September 30, 2021
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...
September 23, 2021
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...
September 22, 2021
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...
September 15, 2021
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...
September 14, 2021
Several policy-related risks loom in September and October that may lead to an increase in market volatility. Learn more:
September 13, 2021
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 ...
September 7, 2021
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...
September 2, 2021
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:
September 1, 2021
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 ...
August 30, 2021
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:
August 26, 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...
August 23, 2021
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...
August 20, 2021
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...
August 18, 2021
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:
August 17, 2021
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 ...
August 13, 2021
Quantitative easing and short-term rates near zero could be ending soon. Check out my blog post on the latest updates on the Fed and inflation:
August 9, 2021
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...
August 6, 2021
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:
August 4, 2021
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...
August 3, 2021
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:
July 29, 2021
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...
July 22, 2021
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...
July 19, 2021
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 ...
July 16, 2021
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...
July 13, 2021
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.
July 12, 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...
July 6, 2021
Should you worry that debt relative to GDP is rising fast here and globally? Check out my latest blog post to find out:
July 1, 2021
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 ...
June 29, 2021
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...
June 18, 2021
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...
June 17, 2021
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:
June 10, 2021
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 ...
June 9, 2021
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:
June 8, 2021
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...
June 3, 2021
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 ...
June 2, 2021
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...
May 28, 2021
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:
May 20, 2021
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...
May 19, 2021
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...
May 18, 2021
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...