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Monday, November 11, 2019

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs...

 

Wednesday, November 6, 2019

The U.S. services sector has steadily expanded this year, even as trade fears drag down manufacturing. The Institute for Supply Management’s (ISM) non-manufacturing (services) Purchasing Managers’ Index (PMI) climbed to 54...

 

Wednesday, October 23, 2019

“Everything is awesome, when you’re living out a dream.” The Lego Movie As the S&P 500 Index continues to flirt with new record highs, something under the surface is taking place that is making 2019 extremely special...

 

Monday, October 21, 2019

Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may...

 

Thursday, October 17, 2019

Sometimes, even highly-compensated individuals may find it difficult to achieve long-term success when it comes to managing their personal finances. Although they may attain a comfortable level of income, their focus may be on career...

 

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Thursday, October 10, 2019

Geopolitical matters have complicated the tug-of-war between fiscal2 and monetary3 policies and contributed to investor concerns about increased policy uncertainty. Policy uncertainty will likely persist, but we think financial markets...

 

Tuesday, October 1, 2019

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning...

 

Monday, September 23, 2019

They face a heightened retirement savings challenge. How critical is it for women to build retirement savings? At least as critical as it is for men, perhaps more so because of two factors. Women have a longer life expectancy than men....

 

Monday, September 16, 2019

A growing number of Americans have been forced to delay their planned retirement date due to job and savings losses suffered during the past recession. Postponing retirement not only means working longer but also delaying when you...

 

Monday, September 9, 2019

Life insurance may be a cornerstone of a sound financial plan, providing potential financial stability to a surviving spouse, children, or other family members in the event of your untimely death. Sadly, many Americans have no life...

 

Monday, September 2, 2019

Conventional wisdom says that life insurance is sold, not purchased. In other words, some people are reluctant to discuss the importance of owning life insurance, and others are simply unaware of the need to have life insurance....

 

Monday, August 26, 2019

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable...

 

Monday, August 19, 2019

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status....

 

Monday, August 12, 2019

If you are age 70½ or older and charitably minded, you may wish to consider tapping your individual retirement account (IRA). The qualified charitable distribution (QCD), also known as an IRA charitable rollover, allows you to...

 

Monday, August 5, 2019

Here are the facts. Generally speaking, women earn less than men, live longer than men, and often take time out of the workforce to have children and/or to care for an aging parent or sick loved one. The potential consequence of these...

 

Monday, July 22, 2019

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement...

 

Monday, July 15, 2019

What does giving to charity mean to you? Perhaps you think of dropping your change into a can at a local shop or placing a few dollars into a Salvation Army kettle during the holidays. Maybe you've bought Girl Scout cookies or donated...

 

Monday, July 8, 2019

The demands on medical practitioners today can seem overwhelming. It's no secret that health-care delivery is changing, and those changes are reflected in the financial issues that health-care professionals face every day. You must...

 

Monday, July 1, 2019

Approximately 67 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source: Fast Facts & Figures About Social Security, 2018) Although most people...

 

Tuesday, June 25, 2019

We are pleased to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with investment insights and market guidance through the end of 2019. LPL Research...

 

Monday, June 24, 2019

Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn't mean you have to forgo pursuing a return on your money. Socially responsible...

 

Monday, June 17, 2019

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what...

 

Wednesday, June 12, 2019

Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to reach a trade deal and escalated tariff tensions. The United...

 

Monday, June 10, 2019

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to...

 

Monday, June 3, 2019

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business?...