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How to Stay Committed to Your Financial Goals
Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Here are a few simple tips that will help you to stay on track and committed to your financial goals.
Read More6 Mental Health Tips for Investors
Investing is stressful. It takes sound mental decisions to weather the ups and downs that come with the markets and investing in general. Here are a few simple mental health tips to help investors remain centered.
Read MoreDebt Ceiling Anxiety Should Not Worry Investors
The best course is to have a plan for what to do if markets take a sharp turn.
Read More3 Questions to Ask Yourself Before You Claim Social Security
If you are unsure when to start your Social Security benefits claim, here are a few questions that may help you determine if it is time to make a claim or if you should delay a little longer.
Read MoreSpring Has Sprung: Time to Refresh Your Retirement Plan
With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings.
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Here’s Why Your Credit Score Matters and How to Improve It
The first step to managing a credit score is to understand how it is calculated. Read this guide to help you on your way to achieving financial freedom.
Read MoreProtecting Your Tax Identity Doesn't Have to Be Taxing
When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft is one of the most common types of identity theft. We'll share some tips to keep you safe.
Read MoreTop 5 (Almost Guaranteed) Predictions for 2023
In the spirit of making predictions that will actually come true, our financial advisors share the Top 5 for 2023 – delivered in order of certainty.
Read MoreTaxation of Investments
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? Read on for answers.
Read MoreYour Financial Fresh Start: 12 Resolutions in 12 Months
Do you want to get on top of your finances this year? Are you looking for ways to improve your fiscal health? Here are 12 financial resolutions to consider.
Read MoreLPL Financial Research Outlook 2023: Finding Balance
In 2023, we look to equity markets to find balance between key macroeconomic factors—inflation, interest rates, and Fed policy—and business fundamentals. Our economic and market forecasts for 2023 can help us navigate the year ahead.
Read MoreIRS Adjusts Tax Brackets to Account for Inflation
On October 18, 2022, the Internal Revenue Service (IRS) announced tax year 2023 adjustments for tax returns filed in 2024. Here are some key changes that could affect your tax bracket and standard deduction.
Read MoreA Guide to Incorporating Philanthropy into Your Financial Planning
If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. You can make an impact while receiving tax benefits by including philanthropic giving as part of a holistic...
Read More5 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...
Read MoreResources for Women-Owned Small Businesses
Small businesses face many problems related to their size, capital, and capability, and for women-owned small businesses, the challenge is sometimes even greater. The good news is there are many professional organizations out there...
Read MoreHave You Checked Your Retirement Plan Lately
It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a...
Read MoreA Fall Financial Checklist
For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...
Read MoreAn Essential Guide to Estate Planning Preparedness
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...
Read MoreTips to Avoid Common Estate Planning Mistakes
With a few simple actions, you can ensure your estate planning is effective.Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you...
Read MoreLessons from the Great Recession of 2007 – 2009
Before the next recession hits, make sure you are prepared.After the Great Recession from 2007 to 2009 hit, far too many Americans found themselves without any savings to get through the hardships of unemployment, falling house prices,...
Read MoreLPL Financial Research Midyear Outlook 2022: Navigating Turbulence
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...
Read MoreFinancial Planning Challenges and Strategies for the Sandwich Generation
Almost half of all adults are part of the "sandwich generation." These are adults in their 40s and 50s who are helping support or care for a parent while also supporting or caring for a child.1 Being caught between two generations of...
Read MoreThe Different Stages of Financial Freedom
If you're living paycheck-to-paycheck or stuck in a job you don't love just to pay the bills, it can be easy to feel as though you're financially trapped. But financial freedom doesn't need to be elusive—with some focused and...
Read MoreIn the Heat of Summer, Remember Your New Year’s Resolutions
Now is a good time to check-in and see how you’re really doingAmid the draining heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your to-do...
Read MoreConduct a Homeowners Insurance Check-Up
When was the last time you evaluated your homeowners insurance? Have your needs changed since you initially purchased your homeowners policy? If so, there may be gaps in your insurance coverage. For example, you may have acquired...
Read More3 Common Social Security Scams and How to Avoid Being Fooled by Them
Targeted scams have become even more popular with the amount of personal information readily available on the internet. Social Security recipients are, unfortunately, targeted by some of the most sophisticated scam artists out there....
Read MoreRevive Your Resolve: How to Recommit to Your Goals and Resolutions
The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer getting the attention they deserve. Whether you are feeling your motivation waning or feel like the goal is too far...
Read More4 Tips for Managing Financial Stress During the Pandemic
Two years into the pandemic, it may feel like you entered a time warp for some. And from shutdown-related expenses to changes to your employment situation or workload, it can be tougher than ever to try to navigate your financial life....
Read MoreFour Ways to Improve Your Financial Literacy
Personal finance is an important area of knowledge—but it's not always taught in schools. It may be tough to master when you haven't had much guidance prior to adulthood. You may be able to improve your financial literacy and...
Read MoreAre You Cybersecurity Safe?
COVID-19 and remote work is continuing to increase the need for internet security. Social distancing has increased device use and strained security protocols. Although cyber-security attacks are often direct at companies, other attacks...
Read MoreTen Ways to Stretch Your Money
We all want more money, and many of us would like to work less, as well. This may seem like a dilemma, yet there is a solution. One way to increase money without working is to avoid spending it in the first place. Some people call this...
Read MoreA Refresh for Your Finances
When spring rolls around, your thoughts might turn to organizing your closets or giving your floors a good deep clean. But how much thought have you given to cleaning up your finances? If the answer is “not much,” you might...
Read MoreWhat’s a Suitable Age to Receive Social Security?
Advice from the Social Security Administration can guide your decisionOne of the most vexing questions for anyone planning for retirement is: “What’s a suitable age to start receiving Social Security benefits?”...
Read MoreWhat Can the Best/Worst Stocks of 2021 Tell Us?
Looking for longer-term market trends that might shape the next few yearsLet’s be honest for a second: the DJIA, the S&P 500, NASDAQ, and the Russell 2000 all delivered one of the most surprising years in recent history. And...
Read More5 Valentine's Day Gifts that Grow in Value Over Time
Valentine's Day is one of the biggest holidays for romance and for lavishing gifts on that special someone in your life. While flowers and chocolates may be the most common gifts exchanged on that day, why not consider a gift that may...
Read MoreFive Things to Consider When Choosing a Tax Preparer
When choosing someone to help you prepare and file your taxes, you may be wondering exactly what criteria you should consider. How do you find someone to forge a professional relationship with for your needs? What questions should you...
Read MoreFour New Year's Resolutions for Current Retirees
The New Year is the time to make resolutions, and for those who are retired, those resolutions may look a little different than they did in past years. Whether you are looking to improve your health, or your finances, below are a few...
Read MoreTax Prep Checklist: Everything You Need to Be Ready for Tax Season
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...
Read MoreA Season of Giving: 5 Different Ways To Give During the Holidays
With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...
Read MoreEnd of Year Financial Planning
For some, it’s easy to put personal finances on the back burner during the last few months of the year. However, before the year comes to an end, it’s essential to review your finances. By doing so now, you can make the...
Read MoreAutumnal Equinox
Your Fall Maintenance Checklist As the summer draws to a close and the first chilly winds of autumn blow through, it’s time to think through the way you’ll clean up, fix up, and maintain your home for fall. By keeping up...
Read MoreInternational Day of Charity
The Importance of Charitable Giving Charitable giving is a term often heard around the holidays, or in some cases, around tax season. Nonprofit charitable organizations often rely on contributions from businesses and individuals to...
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