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Tax Time—Tips to Cut Your Bill
The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If you have yet to file, most taxpayers have until Tuesday, April 18, 2023, to submit their tax...
Read MoreSECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
Read MoreLPL Financial Research Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.Whether it’s about the markets...
Read MoreWith Gratitude
Can you believe 2023 is upon us? Once again, 2022 has been a year of learning and growth for all of us, both personally and professionally. While we have all faced the headwinds of the market and inflation, we remain committed to...
Read MoreHappy Thanksgiving!
It’s hard to believe we have year-end in our sights. The crisp air and shorter days welcome a season many look forward to all year long.Thanksgiving has always held special meaning for our team. And in a year filled with so many...
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October is Cyber Security Awareness Month
IBM defines cybersecurity as “the practice of protecting critical systems and sensitive information from digital attacks.” You may not be in the business of defending critical infrastructure from online threats. But fraud,...
Read MoreManaging Health Care Costs in Retirement
Managing and wrapping your head around health care costs and health insurance may seem like a daunting task.A financial wellness study by PricewaterhouseCoopers found that over one-third of baby boomers—38% to be...
Read MoreA College Education Minus the Debt
Fully funding a college education without debt is no simple task. It’s no secret that the cost of a four-year degree has soared. But do you realize how much it has risen?
Read MoreWhat happens to your electronic data when you die?
Have you ever wondered what happens to your photos, videos, tweets, emails, text messages, and audio files when you die? Where do they go? Who can get them? Who owns them?Each company has its own policy agreement that users sign when...
Read MoreEstate planning and gift-giving taxes and strategies
An estate plan is an integral part of the financial planning process. It is conceived to carry out your wishes upon death.Some folks choose DIY, do-it-yourself wills, or trusts. Ultimately, it is your choice, but given the complexity...
Read MoreHow can you avoid becoming a victim of fraud?
It wasn’t that long ago when our money and assets were safe, or at least there was a high degree of perceived safety.Investment accounts were secured by SIPC (Securities Investor Protection Corporation) insurance. The same...
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