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• LPL Outlook

  LPL Outlook 2025: Pragmatic Optimism

• Plan

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

• 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.

• Saving for Retirement

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

• Retirement Bound

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

• 401(k) Rollover Options to Consider

  When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).

• Key Financial Wellness Metrics for Near-Retirement Individuals

  As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital.

• 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.

• 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.

• 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.

• Roth IRA Basics

  There are many factors to consider when determining if a Roth IRA is appropriate for your particular situation and goals.

• Retirement Planning: A Map to Changes in 2024

  Navigating these demands an adaptable approach to planning your finances.

• Inflation and Retirement Income Calculator

  landing Inflation and Retirement Income - Calculator Block ​Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to

• What to Know About Multigenerational Estate Planning

  Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

• 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.

• Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

  Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief.

• Net Worth Calculator

  landing iframe {width: 1px; min-width: 100%;} iFrameResize({checkOrigin:false,log:false}, '#moneyeduiFrame'); ​Information and interactive calculators are made available to you as self-help tools

• Retirement Planning: The Ultimate Endless Summer Adventure

  Here are some tips and tricks to help manage your retirement to have the goal of being carefree and relaxing as a child's summer vacation.

• Smart Strategies for Staying Ahead in Uncertain Markets

  Over the past few years, the market has appeared to be on a rollercoaster, providing investors with moments of excitement followed by heart-palpitating anxiety.

• 529 Plans: The Ins and Outs of Contributions and Withdrawals

  529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals.