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Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan
If you're nearing retirement age, you know the Social Security process and how much you will likely receive. With that information, you may have also anticipated that your Social Security benefit would not be enough to sustain you in...
Read MoreBuilding Credit Confidence: Empowering High-Earning Women on the Path to Financial Success
As high earners not rich yet (HENRYs), women may find themselves in a position where their earning potential is high, but they may still have uncertainties about building their credit confidence. Establishing and managing credit is a...
Read MoreYou Started A Business: Now What?
You started a business, took the initial steps to build a foundation, and are now working to grow and expand your customer base. What are the next steps to take? Here are five suggestions to help your business prepare for potential...
Read More5 Financial Reasons to Love Being Single on Valentine’s Day
If you are a single person, Valentine’s Day probably doesn’t mean all that much to you, aside from the relief of not having to spend all of that money on jewelry, flowers, chocolates, and an expensive dinner....
Read MoreStrategic Spending: Wise Habits for Long-Term Care For High-Net-Worth Individuals
As high-net-worth individuals navigate the complexities of financial planning during their working years, one critical aspect often goes overlooked—long-term care. In 2021, the median monthly cost of a private room in a nursing...
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Retirement Planning: 6 Ideas to Help You Get Your Finances in Order
Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does...
Read MoreGen Xers: “Can I Afford to Retire on My Terms?”
Financial education, planning, lifestyle adjustments and advice are crucial As Generation X, often referred to as the "forgotten generation," inches closer to retirement, a unique set of challenges and concerns emerges. Born between...
Read MoreIRS Announces New 2024 Income Tax Brackets
Your financial professional can help leverage these changes to impact your tax liabilities It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to...
Read More8 Financial Wellness Tips to Help Manage Generational Wealth
Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth...
Read MoreThe History of New Year’s Resolutions: Learning From the Past to Influence Your Financial Behaviors
People have been making New Year’s resolutions for at least 4,000 years, beginning with the Babylonians, who supposedly made promises to the gods. The idea of transforming our lives for the better, from one year to the next, is...
Read MoreRetirement Income Investing As Rates Stay High
Present economic conditions are ripe with opportunities to enhance income Retirement is a time to enjoy the fruits of many years of labor; a season to reap the benefits of smart saving and investing. However, with the changing tides of...
Read MoreOutlook 2024: A Turning Point
LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that we bring you...
Read MoreCharitable Giving: How Small Business Owners Can Make a Big Impact
Charitable giving is an excellent way for businesses to help others while taking advantage of additional tax breaks. Billions of dollars are given each year in the U.S. to a wide range of charities providing valuable community services...
Read MoreYear-End Planning for Retirees
As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income...
Read MoreHow Estate Planning Can Help Prepare for Long Term Care
The cost of long-term care can vary widely based on location (both city and state) and level of care needed. However, one thing is for certain: with 7 in every 10 people requiring long-term care at some point, preparing for this...
Read MoreAvoidable Mistakes for the Suddenly Wealthy
Tips to help your wealth have a legacy that lasts beyond a lifetime The allure of sudden wealth is enchanting. It's the narrative that has inspired countless rags-to-riches tales, propelling ordinary individuals into the financial...
Read More5 Must-Have Items for Your Financial First Aid Kit
Every year, around 3 million Americans are required to evacuate their homes due to a natural disaster.1 What's more, this figure does not include the millions of other individuals who are temporarily displaced as a result of fire,...
Read More529 Plans and Financial Aid Eligibility
If you're thinking about opening a 529 account, or if you've already opened one, you might be wondering how 529 funds will affect your child's financial aid eligibility. A general word about financial aid The financial aid process is...
Read MoreUmbrella Liability Insurance
When your local weather forecaster tells you that it’s going to rain, what do you do? That’s easy—you reach for your umbrella. So why not purchase an umbrella that can protect you in stormy financial weather? Umbrella...
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