Beyond Retirement: What About Your Other Goals?
Let's say that at the age of 25, you earned $35,000. If your salary increased at the average historical rate, you'd have earned nearly $2 million in total by the time you were 65.1,2 That might sound like a lot -- until you begin thinking about all the financial goals...
Five Strategies for Tax-Efficient Investing
After factoring in federal income and capital gains taxes, the alternative minimum tax, and possible state and local taxes, your investments' returns in any given year may be reduced by 40% or more. Here are five ways to potentially lower your tax bill.1 Consider...
Retirement Planning Throughout Life: Strategies to Keep in Mind
Retirement planning is a complex process requiring as much support and time as possible to reach the desired end. Retirement planning at all ages is important – the more time put into the process, the less investment is necessary to work towards your goals. A variety...
I’m Changing Jobs. What Should I Do With the Money in My Plan?
Changing jobs is an important decision -- one that many of us are making more often. Once you've decided to switch jobs, your next move is to determine what to do with the money in your former employer's retirement plan. Four Common Options Generally, you have four...
What You Should Know About Contributing to an IRA at Every Age
A traditional IRA offers a great way to shield income from taxation while boosting your retirement accounts. Meanwhile, a Roth IRA can let you pay tomorrow's taxes today. But how can workers who are eligible to contribute to either type of account decide where to...
Healthy But Manageable Consumer Inflation
Consumer inflationary pressures grew at a healthy, but manageable rate in December 2019. The core Consumer Price Index (CPI), which excludes food and energy, rose 2.3% year over year last month, around the fastest pace of the economic cycle. As shown in the LPL Chart...
Social Security Webinar Slideshow
Our January 14th webinar helped teach people the rules so they can plan to get the most out of their benefits.
Student of the Market – January 2020
2019 was historic! It was one of the best years for U.S. stocks and bonds (over a 94-year history since 1926).
January Market Update
Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an increased risk that a recession,...
From the Team
Financial education straight from our advisors.
Resources
Financial resources to help you spend, save, and invest wisely.
Events
Each year we host a variety of appreciation and educational events.
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