Blog
Check out our blogs to stay up to date on financial news, resources, and tips, as we publish new content weekly.
10 Tips to Develop Financial Wellness This Year
Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals. Consider financial wellness as your relationship with money; it can be either healthy or unhealthy....
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New Year's Financial Resolutions to Implement Now
When it comes to New Year's Resolutions that include financial goals, writing them down and being visible is essential to your success. After you’ve written down what your financial resolutions for the New Year are, tell others...
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Ways to Minimize Tax on an Investment Portfolio
Although we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments, you should be...
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The Importance of Financial Wellness
Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so...
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Here’s How You Can Marie Kondo Your Entire Life
While this strategy is most often applied to ridding your home of your grandmother’s antiques and stacks of old CDs, you can also use this idea to rid your entire life of excess—mentally and physically.
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Countdown To Investing in the New Year: 10 Questions To Ask Yourself
If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans...
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Giving Back to Your Community While Improving Your Bottom Line
Regardless of size, companies can benefit when the community in which they do business thrives. For entrepreneurs, giving back to the community may be more than just a charitable act; it can also make good business sense. If you have...
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Developing a Dynamic Business Plan
A well-crafted business plan can be a blueprint for entrepreneurial confidence. This multifaceted tool is as important to established business owners looking to grow their companies as it is to budding entrepreneurs.A business plan...
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LPL Research’s Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...
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The 12 Days of Year-End Planning: Things to Consider Going into “The New Year" (Year-End Planning Ch
The end of the year is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over twelve days,...
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Family Wealth Transfer Planning: Keeping It In The Family Through Generational Giving
What is family wealth, and how do you preserve it?You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of the...
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Smart Financial Moves to Make If You're in the Military
Every week is the perfect week for military families to take stock of their finances, make the most of special saving opportunities, and prepare for the future.Here are seven moves that military families should make right now.1. Make...
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An Attitude for Gratitude: How Your Attitude About Money Shapes Your Financial Decisions
Are you a spender, a saver, or somewhere in between? Do you view your money with an "easy come, easy go" attitude or focus on saving all you can, "making hay while the sun shines"? Your overall financial philosophy doesn't just affect...
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5 Year-End Tax Planning Questions to Ask Your Financial Professional
The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this percentage.1There are a number of different tax planning moves you can...
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A Year-End Wealth Planning Guide
As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:...
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November Letter To Our Clients: Looking Ahead
November 2, 2022Dear Valued Clients,October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The...
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Enduring Market Volatility With a Financial Plan
If you hope to retire soon and are concerned about what the future may hold for your investments, you are not alone. Inflation has many retirees and soon-to-be retirees worried about outliving their savings and investments.1 What...
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How Financial Planning Can Help Prepare for LTC Costs
How Financial Planning Can Help Prepare for LTC CostsWith the cost of long-term care (LTC) increasing year over year, considering how the costs of long-term LTC will impact your financial plan is essential. According to insurance...
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High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?
High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have...
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Your Long Term Care Action Plan: A Step-by-Step Guide
Your Long Term Care Action Plan: A Step-by-Step Guide Those turning 65 this year have a 7 in 10 chance of needing long-term care (LTC) at some point.1 With the cost of a private room in a nursing home now topping $100,000 per year...
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A Quick Guide to Estate Planning for Those With High Net Worth
A Quick Guide to Estate Planning for Those With High Net WorthEven if you never thought of yourself as especially wealthy, there may be a fair chance that you fall into the category of "high net worth individuals"—those who have...
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