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Monday, June 27, 2022

Your retirement planning needs to incorporate more than just investmentYour open heart and your relatives can combine to threaten your retirement savings – savings you soon may need. Learn the true cost to your future before you...

Monday, June 20, 2022

Summer is here, and it could be time to hit the road on a new adventure. If you’re on a tight budget, you don’t have to give up your summer vacation dreams. Here are a few tips you may be able to use to create the perfect...

Tuesday, June 14, 2022

Did you know that you can gift a new or existing life insurance policy to your favorite charity? When properly designed, a charitable life insurance program may improve your overall financial situation and offer tax benefits, all while...

Tuesday, June 7, 2022

If you have always thought estate planning was just for those nearing retirement or already retired, think again. If you own a home, it is important to have a plan in place. Without a will or other arrangements that allow your home to...

Wednesday, June 1, 2022

Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand — from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them...

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Wednesday, May 25, 2022

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Monday, May 2, 2022

Sunday, April 24, 2022

Tuesday, April 19, 2022

Sunday, April 10, 2022

Sunday, April 3, 2022

Sunday, March 27, 2022

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Sunday, March 6, 2022

Tuesday, March 1, 2022

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Tuesday, February 15, 2022

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Tuesday, February 1, 2022

Thursday, January 27, 2022

Thursday, January 20, 2022

Monday, January 17, 2022

Tuesday, January 11, 2022

Saturday, January 1, 2022

Monday, December 20, 2021

Although you don't have to wait until January to begin working on your financial goals, a new year may bring a much-needed fresh start on your spending and saving goals. Read on for three financial moves you may want to consider before...

Friday, December 10, 2021

Spend as much time fixing your mistakes as you do planning the holidays You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your...

Thursday, December 2, 2021

Thursday, December 2, 2021

For some, it’s easy to put personal finances on the back burner during the last few months of the year. However, before the year comes to an end, it’s essential to review your finances. By doing so now, you can make the...

Sunday, November 14, 2021

For some, 2021 has flown by—and as we approach the last quarter of the year, it's a good time to begin planning for the next one. Year-end planning is especially important for retirees and those hoping to retire in 2021 or 2022....

Wednesday, November 10, 2021

Reviewing your benefit choices will maximize your employment benefits Open enrollment for employee benefits kicks off this month. While you plan your Thanksgiving menu, review your benefit choices. Even if little changed in your life...

Friday, November 5, 2021

Many of us grew up in a world where it was customary to be friendly, courteous, and trusting. Unfortunately, assumptions concerning these standards of conduct can sometimes get us into trouble. Con artists offering a variety of...

Monday, November 1, 2021

Over the next 50 years, the age 85 and older population is expected to be the fastest growing segment of society. Unfortunately, along with aging, the chances of needing long-term care (LTC) increase. The primary reason for this is...

Friday, October 1, 2021

Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. Many of today’s middle class families have...

Friday, October 1, 2021

If your 65th birthday is coming up—or if you're receiving Social Security Disability payments and are about to qualify for Medicare before age 65—you may be wondering exactly what comes next.1 Below, we discuss some...

Friday, October 1, 2021

Whatever your age, it’s never too soon to look ahead and begin giving thought to your retirement. With proper planning, you can make the transition to retirement a smooth, comfortable and confident ride. Today, more than ever,...

Friday, October 1, 2021

Talking about long term care (LTC) can be challenging, and it can be especially difficult to know where to start. How you choose to broach the conversation may depend on your loved one’s personality, age, health status, cognitive...

Wednesday, September 1, 2021

As your life changes, your financial needs often change, as well. Regardless of whether you are just starting out in life, are in mid-career, or are at the peak of your earning years, life insurance can help you achieve a variety of...

Wednesday, September 1, 2021

When was the last time you took steps to optimize your 401k? If it's been a while, you're not alone. Research indicates that only one in three Americans utilize employer-sponsored 401k retirement accounts; even those who are...

Wednesday, September 1, 2021

A Primer Although we all know that “time flies,” it seems to move particularly fast as we watch our children grow. Yet, in considering a college future for a newborn, it is understandable that parents might procrastinate,...

Wednesday, September 1, 2021

Suppose, during the middle of the workday, you receive an urgent phone call. It is the local hospital informing you that your elderly, widowed father has been the victim of a serious car accident and lies unconscious in the emergency...

Wednesday, September 1, 2021

As the summer draws to a close and the first chilly winds of autumn blow through, it’s time to think through the way you’ll clean up, fix up, and maintain your home for fall. By keeping up with your home’s maintenance...

Wednesday, July 28, 2021

Tax free sales present an opportunity for residents of 17 (mostly Southern) states to purchase clothes, shoes, electronics, and even firearms or ammunition without paying a penny in sales tax.1 But because these sale dates usually only...

Tuesday, July 27, 2021

As the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of...

Tuesday, July 27, 2021

Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure...

Sunday, July 25, 2021

The student loan landscape has changed dramatically since the beginning of the COVID-19 pandemic. From the suspension of interest payments on federal student loans to tax incentives for employers who pay their employees' student loans,...

Saturday, July 24, 2021

Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still smarting from having to write a check to the IRS.[1] For many, it can be tough to make the connection between those...

Tuesday, June 29, 2021

For many people, turning 65 provides one of the keys to retirement: access to affordable healthcare. Whether you're enrolling in the Medicare program for the first time or have been a Medicare enrollee for years, it's important to stay...

Monday, June 28, 2021

Many people associate the term "financial wellness" with things like saving for retirement, paying down high-interest debt, or creating an emergency fund. But when you're living with a disability (or caring for a loved one who is...

Sunday, June 27, 2021

If 2020 made you fantasize about a trip as soon as travel restrictions were lifted—and you’re still waiting—you aren’t alone. Although 2021 was poised to be a comeback year, it is shaping up to be another summer...

Tuesday, June 1, 2021

As temperatures start to heat up and the days get longer, summer fun can kick into gear. Looking for things to do this summer? Then, check out this list of fun and relaxing summertime ideas. Be a tourist in your own area You don't have...

Tuesday, June 1, 2021

Graduation is an exciting time for many. But now repaying student loans will start for the new graduates. While some lenders give you a sixth month grace period before you start to repay, starting to pay your loads right away save you...

Friday, April 30, 2021

529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options. Mutual funds Mutual funds are an option to...

Friday, April 30, 2021

Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs...

Friday, April 30, 2021

Your financial professional can help you navigate the ever-changing IRS rules.... Taxpayers of all ages may be able to claim a deduction on their 2020 tax return for contributions made to their Individual Retirement Account made...

Friday, April 30, 2021

Small business owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise....

Thursday, April 1, 2021

When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even...

Thursday, April 1, 2021

Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time to seek advice from a financial...

Thursday, April 1, 2021

When you invest funds, you are preparing for your retirement and your future. But at the same time, you may also want to consider the impact your money has on the world. Ethical investment strategies seek to balance these two concepts....

Thursday, April 1, 2021

Five common retirement planning misperceptions and how to avoid... Many of us remember the phrase “too big to fail” from the 2008 financial crisis and cringe now that its use has been resurrected during the coronavirus...

Thursday, April 1, 2021

But ask yourself whether there is any real benefit to waiting to file your taxes... The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes until May 17, giving individuals and businesses another...

Thursday, April 1, 2021

Remember, it is never too early to start planning for your future... The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to...

Thursday, April 1, 2021

Financial feats that were once unheard of—from investing in cryptocurrency to instantly paying someone through an online payment system—have now become commonplace in many parts of the country. But these sophisticated tasks...

Tuesday, March 2, 2021

As temperatures warm up, trees begin budding, and the days get longer, you probably throw open your windows and think about spring cleaning your home. As you tackle washing windows, cleaning carpets, and sorting out the garage,...

Tuesday, March 2, 2021

If you're like many Americans, you may have a few dents and dings on your credit report. As of 2020, around one in five adults has either a "fair" or "poor" credit score, which can impact their ability to qualify for a loan, rent an...

Tuesday, March 2, 2021

In 2020, the average FICO score in the U.S. rose to 711, an eight-point increase from 2019.1 When it comes to having healthy credit, your score is the result of many factors. But what specifically goes into someone's credit report, and...

Tuesday, March 2, 2021

You’re an entrepreneur and you’re not looking back. You’ve opened your own business, whether alone or with other partners, and you’ve found some success. You’ve hired employees, or not, depending on your...

Tuesday, March 2, 2021

Women play a central role in establishing and preserving family wealth - whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their...

Tuesday, March 2, 2021

On Saint Patrick’s Day, towns hold festive parades, people head to restaurants to dine on Irish fare, children pinch each other if they don’t wear green, and everything from beers to milkshakes turn the color of shamrocks....

Monday, February 8, 2021

Have you received a letter notifying your business that the 2021 Annual Report Instruction Form for Connecticut is due? Notice the filing fee is significantly higher than last year? On November 17, 2020, state officials cautioned...

Monday, February 1, 2021

As the COVID-19 pandemic enters its second year, President Joe Biden has begun to outline details of the "American Rescue Plan," a $1.9 trillion relief plan designed to help stem the coronavirus pandemic while giving the U.S. economy a...

Monday, February 1, 2021

Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related benefits. Here are some considerations to keep in mind: Building...

Monday, January 11, 2021

LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021 looks ahead. 2021 will bring advances to further...

Tuesday, January 5, 2021

After months of intense debate, the House and Senate voted to pass a second COVID-19 economic stimulus bill and the President has signed it into law.1 At a total cost of $900 billion, this 5,600-page bill1 contains everything from...

Tuesday, January 5, 2021

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling...

Tuesday, January 5, 2021

New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances...

Tuesday, December 29, 2020

From pandemic-related stimulus payments to job losses and furloughs, for many taxpayers, next spring's tax season may be more complex than usual. With the end of 2020 rapidly approaching, you should take some time to review your tax...

Wednesday, December 16, 2020

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines — don't change much, if at all. And with the uncertainty surrounding just about everything...

Wednesday, December 16, 2020

With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider updating your tax strategy to best preserve your assets into the future. Don't wait until the end of the tax year to...

Tuesday, December 8, 2020

Shopping for holiday gifts is stressful but also a little fun, especially when you think about the joy you will bring to those who receive them. But in all the rush to get everything done in time, it is easy to forget smart shopping...