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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along. 

 

Friday, October 1, 2021

Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. You likely know about Part A, Part B, Medicare Advantage, and other sections, but you may not know about the senior...

 

Wednesday, September 1, 2021

In a 2021 survey, 32% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your confidence...

 

Sunday, August 1, 2021

U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors.1 As a result, he reportedly cost his estate tens...

 

Thursday, July 1, 2021

One of the most common questions people ask about Social Security is when they should start taking benefits. This is the $64,000 question. Making the right decision for you can have a meaningful impact on your financial income...

 

Tuesday, June 1, 2021

Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”The most recent reading on consumer prices put inflation back into the conversation. The...

 

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Saturday, May 1, 2021

It can be exhausting trying to keep up with the whims of Wall Street.Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead.Wall Street’s focus on...

 

Thursday, April 1, 2021

Major League Baseball scheduled Opening Day for April 1, but two states have already scored with spring training underway.Every year, spring training divides the 30 MLB teams into two squads. Half of the teams travel to Florida as...

 

Monday, March 1, 2021

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Bad things happen to the best of us, and sometimes it seems...

 

Monday, February 1, 2021

There are unique financial planning considerations for women that translate into a need to save more money.

 

Friday, January 1, 2021

Are your children prepared to maintain and enhance the family wealth? You can help prepare them for the financial decisions they will face as adults.

 

Tuesday, December 1, 2020

According to Giving USA 2020, Americans gave an estimated $449.64 billion to charity in 2019. That’s one of the highest totals in more than 60 years since the report was first published.1 Americans give to charity for two main...

 

Sunday, November 1, 2020

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care.

 

Thursday, October 1, 2020

As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?"In reality, however,...

 

Tuesday, September 1, 2020

How are you holding up? If you’re like many of us, you’re probably feeling some level of anxiety regarding the COVID-19 outbreak. And that’s okay. We’re living in a time when feeling helpless is understandable....

 

Monday, July 20, 2020

LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery. Plus, learn how stocks may predict the...

 

Thursday, July 18, 2019

Taking control of your financial situation can help alleviate stress and potentially free up money to put toward your retirement savings. Grab your sunglasses: summer's here, it's time to kick back and relax. If only it were that easy...