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.
Monday, March 6, 2023
Financial markets have experienced quite a bit of change this year in just two short months. We started the year hopeful that stocks would benefit from a better economic and monetary policy environment by the spring, but recent...
Read MoreAs you may know the SECURE Act was signed into law on December 20, 2019. This landmark piece of retirement legislation could have an impact on decisions you may want to make regarding your retirement savings strategy.Secure Act Click...
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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...
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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...
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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...
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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...
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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...
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