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Thursday, February 15, 2024

For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving. However, financial decisions before and during retirement can significantly influence our quality of life and tax...

Friday, February 2, 2024

Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2024. How much can you save in an IRA? The maximum amount you can contribute to a traditional IRA or a...

Monday, January 15, 2024

Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does...

Wednesday, January 3, 2024

Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors that determine how much pay SS tax you pay, depending on your circumstances, include: If you have income from working in retirement....

Tuesday, December 19, 2023

After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working.

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Tuesday, December 12, 2023

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is...

Monday, November 13, 2023

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2022 tax year.

Saturday, November 4, 2023

A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated.

Monday, October 23, 2023

Sectors hit include air travel, insurance, oil production and entertainment. The path to retirement can often seem daunting, with the end goal appearing distant and difficult to reach.

Tuesday, October 3, 2023

You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition.

Monday, September 25, 2023

An investment approach that can help you work towards a confident retirement. Retirement is a significant milestone in one's life, which requires careful planning and foresight to pursue a confident and stress-free transition.

Monday, September 11, 2023

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right people.

Saturday, August 26, 2023

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire.

Wednesday, August 2, 2023

Why Not A Yearly Retirement List? Labor Day is right around the corner. The weather is starting to turn a little cooler, college football returns and the kids are back in school.

Tuesday, July 18, 2023

Taking money out of retirement without a plan is a recipe for trouble. You‘ve saved for years. Now that you are retired, did you create an income plan from your savings.

Tuesday, July 18, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change.

Thursday, July 6, 2023

A well-structured estate plan can be invaluable to you and your family. It is common for people to put off planning their estates. After all, no one wants to anticipate their death.

Tuesday, June 13, 2023

Ah, retirement! Finally, there will be opportunities to relax and enjoy life without the daily hustle and bustle of work. Many people think of retirement as a time to travel or pursue special interests—a welcome break from the 40-hour...

Friday, June 2, 2023

Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do...

Wednesday, May 17, 2023

The average American will live into their late 70s. While medical experts expect life spans to increase in the coming years — possibly to more than 100 years of age — they’re increasingly worried about our health...

Wednesday, May 10, 2023

Retirement planning is all about the future, your future. Whether you are classified as a millennial, Gen Xers, women, or you are in your 40s-50s, retirement planning is a must. The key to...

Thursday, May 4, 2023

Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? Here are a few ideas.

Thursday, March 23, 2023

Three Takeaways from the Fed DecisionOverviewAs we expected, the Federal Reserve (Fed) raised the fed funds rate by 0.25%, pushing the upper bound to 5.00%.Financial conditions were stable enough for the Federal Open Market Committee...

Monday, March 20, 2023

It's nice to own stocks, bonds, and other investments. When it's time to fill out your federal income tax return, you may be left scratching your head. Just how do you report your investments and how are they taxed?

Tuesday, February 28, 2023

Don't forget to consult our 2023 Tax Tables before beginning your taxes! Please reach out to our financial advisor if you have any tax time questions.

Thursday, January 19, 2023

Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Here's a useful countdown of the five biggest steps to developing a solid plan.

Thursday, January 19, 2023

Financial wellness is essential to being financially secure and meeting your goals. Here are ten tips to help you develop financial wellness this year.