Striving for financial betterment should not end when you hit retirement. You should continue to work toward new financial goals every year or every decade to manage the freedom you worked so hard to achieve.

Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of year.

The SECURE Act 2.0 legislation has changed the landscape when it comes to RMDs (required minimum distributions) – but what does this actually mean for those planning for retirement? Find out on our blog.

According to the National Association of Realtors’ 2022 trend report, single women have outnumbered single men in the home-buying market. What could be behind this rise in female homeownership?

The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy—and not to mention concerns over the durability of the banking system.

Changing jobs often can have many benefits, but it also has one potential downside — retirement accounts that are spread across different companies.

March is #WomensHistoryMonth, a month-long celebration of female empowerment. In this blog we discuss some specific steps that women of all ages and all stages of life may take to manage their financial future.

Learn more about tax planning for your business on our blog.

Today, younger adults face a variety of challenges in their pursuit of financial independence. Here are five financial tips to help you manage your personal finances and prepare for your future.

No matter what financial independence might look like for you, if you ultimately want to declare your financial independence, here are three things you may consider.

Healthcare in retirement is available from many sources – government programs, supplemental health insurance, military benefits, retirement communities, and nursing homes. Depending on your needs, you may use a number of these resources in retirement.

Entrepreneurs tend to be natural risk-takers but this doesn’t mean committing to uncompensated risk. On our blog, we discuss some financial risks an entrepreneur may face and how they may be mitigated

Get ready for Super Bowl Sunday by checking out these Super Bowl-inspired investment strategies in our latest blog.

It’s never too early to get started on tax preparation, so why not start today? Check out our article on everything you’ll need to be ready for tax season.

Cleaning up personal finances remains one of the top resolutions every New Year, so here’s a month-by-month to-do list to help cultivate better financial health.

As inflation soars, you can now save a lot more for your retirement. Learn more about the new IRS rules on our blog.

LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.

When helping people get ready for retirement, financial professionals find the same issues come up over and over. Here are 7 retirement considerations that every investor should think about.

According to GivingTuesday.org, donations to nonprofits and community organizations totaled $2.7 billion on #GivingTuesday in 2021. Here is a list of things for you to think about as you consider your year-end charitable donations.

October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month.

When was the last time you gave yourself a financial checkup? Setting aside time to understand your financial condition and conduct an honest assessment of where you stand is a great way to get started.

Two in every three Americans report regularly feeling stressed about their finances. It’s time to overcome these fears and get your finances back on track.

When it comes to stock market performance, August was “the best of times, and the worst of times.”

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA.

There are many professional organizations that understand the challenges that women-owned small businesses face and offer resources to help provide assistance.

Setting investment goals means defining your dreams for the future. When you’re setting goals, it’s best to be as specific as possible.

Last week was epic for market-watchers. A Fed rate hike, a much-anticipated GDP report, and the busiest week of earnings season got most of the headlines. 

Nearly three quarters of workers and 77% of retirees in a recent survey said they remain at least somewhat confident that they will experience a comfortable retirement

When it comes to investing, having fewer investments might help streamline your portfolio to manage stress better

It is imperative that your long-term retirement strategies account for inflation and that you prepare for a decrease in the purchasing power of your dollar over time.

The Midyear Outlook 2022: Navigating Turbulence is designed to help you navigate the risks and opportunities over the rest of 2022 and beyond.

Both stock and bond markets have been challenging this year, but it’s important to focus on what this tends to mean looking forward.

The day-to-day demands of caring for an aging parent and children can put a tremendous strain — both emotional and financial — on the primary caregiver.

As your children grow from infancy to adulthood, you try to protect them. You want to make sure that they are financially secure, but meeting expenses can be challenging.

There are countless benefits of charitable giving. Through generous donations, you can make a difference in your community and society. You may also feel happier and even save on your taxes.

Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. Here are some definitions and considerations to make when diving into the ins and outs of ESG investments.

The bull market that began in March of 2020 came dangerously close to an end.

You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings?

2022 has been a challenging year for investors so far. The S&P 500 Index just had one of its worst Aprils in decades, and May is off to a rocky start.

Under the current estate tax laws, there are several steps a business owner can take to help prevent his or her business from being liquidated to raise cash to help pay estate taxes.

As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us.

We discuss three common situations in life when it’s a good idea to consult a financial professional.

As you near retirement, it’s likely you’ll have many questions about Social Security. How much will your retirement benefit be? When should you apply? Will earnings from a part-time job affect your benefit?

Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years.

Potential Fed Reserve rate hikes and the geopolitical worries over Russia and Ukraine only add to the uncertainty around financial markets.

Aging-in-place improvements that help seniors stay safely in their homes are more stylish and functional than ever before.

A common type of identity theft involves the use of someone’s Social Security number to unlawfully intercept their income tax refund.

The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility.

A traditional IRA offers a great way to shield income from taxation while boosting your retirement accounts. Meanwhile, a Roth IRA can let you pay tomorrow’s taxes today.

On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy in response to rising inflation.

Stocks have gotten off to a tough start in 2022. Why has the market pulled back and what might we see going forward?

Why should you pay your landlord’s mortgage when you can pay your own? Intuitively, it feels true, but how true is it—and how do we really know?

2021 was an incredible year for the economy and investors, but to us the future remains bright for 2022 and beyond.

It’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date.

Here are five resolutions you may make to increase financial independence and work toward building wealth.

In 2022, we may be ready for a handoff—or a “Passing of the Baton”— back to a greater emphasis on the individual choices of households and businesses to drive the economic expansion.

If you are a small business owner with no employees, the one-person 401(k) may offer a suitable combination of benefits that can help you save more for retirement.

Today’s scammers are clever at making their offers seem legitimate. How can you spot scams before they happen? We discuss the five biggest red flags of a potential scam.

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks.

A well-structured estate plan can be invaluable. Through it you can control the distribution of your assets and possessions, as well as name guardians for your children or plan care for other dependents.

September 22nd is American Business Women’s Day, and it may be the perfect day to celebrate women who have surpassed the glass ceiling and gone on to be leaders and inspirations for businesswomen everywhere.

Though working parents make up one of the largest demographic groups in the country, they face many challenges—from the cost of childcare to inconvenient scheduling issues.

When it comes to 401(k) plans, some people may find themselves a bit confused about the 10% Federal income tax penalty for withdrawals prior to age 59½ and hardship withdrawals from a 401(k) plan.

Nonprofit charitable organizations often rely on contributions from businesses and individuals to help them accomplish their goals and provide the products, programs, and services needed.

By taking some steps toward disaster preparedness, you may gain some security that helps you set these worries aside.