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🦃 Don't Turn Your Thanksgiving Feast into a Fire Drill: Your Ultimate To-Do List! 🔥
With Thanksgiving just around the corner, the anticipation of a delightful gathering and a sumptuous feast fills the air. To help you navigate the intricacies of preparing a memorable Thanksgiving dinner, we've compiled a comprehensive...
Read MoreCyber Security Awareness Month: Protecting Your Digital World
October is not just about pumpkin spice lattes and autumn leaves; it's also the time to focus on something equally important—your cybersecurity. In recognition of Cyber Security Awareness Month, let's delve into the significance...
Read MoreSeptember Is National Preparedness Month
It's been a rough year for many Americans, with the National Oceanographic and Atmospheric Administration (NOAA) chalking up more than 20 “billion-dollar” natural disasters and counting.1 Costly incidents have struck...
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Safeguarding Your Identity: A Guide to Protecting Personally Identifiable Information
In today's interconnected world, the internet has become an integral part of our daily lives. While it offers immense convenience and countless opportunities, it also exposes us to potential risks, especially when it comes to...
Read More7 College Planning Steps for Teens
Getting prepared for college can be both exciting and overwhelming for a high school senior. What might your goal-oriented peers do that will help them succeed as they set out on a new path? The key to successful college...
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Midyear Outlook 2023 | The Path Toward Stability| July 11,2023
Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position your portfolio for the latter half of the year. LPL Research’s Midyear Outlook does...
Read MoreJune is Internet Safety Month!
With the internet becoming increasingly integrated into our daily lives, it's more important than ever to practice internet safety. The internet can be a fantastic resource, but it's also full of potential dangers. In this blog, we'll...
Read MoreThe Value of Having a Financial Adviser
We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options. Health issues may also dictate when we decide to retire.With your input, we can help...
Read MoreManaging your Social Security
On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received $22.54. Before passing away in 1975, she collected $22,888.92 in Social Security benefits....
Read MoreTax 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...
Read MoreOctober 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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