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20 Results

• No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

  Just like Groundhog Day, our financial habits can repeat themselves, month after month and year after year.

• How To Factor Taxes Into Your Retirement Planning

  Retirement planning is not just about saving money — it’s about surviving on the money you saved and may receive in retirement, such as Social Security benefits.

• Tax-Advantaged Ways to Save for College

  In the college savings game, all strategies aren't created equal.

• Market Volatility and the Importance of Staying the Course at Different Ages

  Staying the course through market volatility has different implications at ages 20, 30, 40, 50, and into retirement. Check out these tips. 

• A Year-End Planning Guide for Business Owners

  As the year draws to a close, it's an ideal time for business owners to evaluate their company’s financial health.

• The Early Bird Advantage: Why Timely Year-End Planning is Essential

  Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over.

• Women and Work: Why Salary, Benefits, and Work-Life Balance Count

  As you progress along your career path, there's no telling how far you'll go.

• Why Women are More Savvy Investors than Men

  Learn a few of the reasons women are considered more savvy investors.

• Year-End Tax Planning Considerations for Capital Gains

  Year-end tax planning can help investors manage their overall tax liability while seeking to manage investments for suitable tax outcomes. In this article, we explore four key tax planning areas for capital gains: what it is, tax law changes, tax efficiency, and offsetting capital losses.

• Financial Freedom, Market Volatility, and You

  If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves wondering how to proceed.

• Plan

  Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.

• LPL Outlook

  Join Steve Massey, VP/Sr. Wealth Advisor/CRPC®, to learn about economic opportunities for 2026.

• Retirement Bound

  Learn about the five important steps you can take now on your journey toward the goal of a happy, secure retirement.

• Retirement Annuities Explained: What They Are and How They Work

  Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

• How Much Should I Have in My 401(k)?

  A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.

• Get the Most Out of Your Retirement Planning and Tax Strategies

  Managing retirement strategies and creating goals can help you stay focused and consistent in your financial efforts.

• Retirement Re-education: Back to School Time for Retirement Planning

  Now is the time to consider a ‘retirement re-education’ by reviewing your retirement plan and overall strategies to see if they still align with your greater plans and goals.

• A 529 Plan is a Powerful Tool to Save for College

  For many families, there’s a sense of excitement and anticipation that fills the air as high school seniors prepare to embark on their next journey: college. The rising costs of higher education necessitate careful financial planning, and an upcoming graduation serves as a timely reminder to assess one's savings strategy, explore available resources, and prioritize building a solid financial foundation for the future.

• Four Ways to Improve Your Financial Literacy

  Personal finance is an important area of knowledge—but it's not always taught in schools. Read on for four tips and tricks that may significantly improve your financial literacy.

• Saving for Retirement

  A few simple tools and tips can help people of all ages save for retirement.