Broker Check

Blog

Our top priority is helping you take care of yourself and your family. We want you to have access to the latest information available regarding your accounts and what's happening with the financial markets. So keep checking in. We’re glad to have you reading along.

 

Friday, December 6, 2019

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. At LPL RESEARCH, as we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch, including progress on U.S...

 

Thursday, November 21, 2019

According to the U.S. Department of Health and Human Services, someone turning age 65 today has almost a 70% chance of needing some type of long-term care services and supports in their remaining years. Whether you or your spouse will...

 

Tuesday, October 15, 2019

Americans are woefully unprepared for retirement. As survey after survey has shown, the average person is simply not saving enough to provide for a comfortable retirement. That’s why Congress is currently proposing reforms to...

 

Wednesday, September 18, 2019

The federal estate tax exemption for 2019 is a whopping $11.4 million -- and twice that for a married couple. It is estimated that only 1,900 estates will be subject to the tax in 2018 -- less than 0.1% of the 2.7 million expected...

 

Thursday, July 25, 2019

One of the first steps in planning for retirement is to get an accurate read on just how much income you can expect to receive from Social Security. The exact amount of your Social Security benefit will depend upon your earnings...