Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
If you haven't filed taxes for several years, or if you've never filed #taxes, you can still file a late return. However, you may not receive any #TaxRefunds since they generally expire after three years. Learn what to do in this article.
THEBALANCE.COM
Filing a Late Tax Return and Protecting Your Refunds
Instead of tapping into your #retirement funds—to either start a business or get by during the kind of rough patch that millions of #Americans have had to endure this year, there are other options that may be worth considering.
MARKETWATCH.COM
Just because it’s easier to raid your retirement accounts doesn’t mean you should
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
Despite all that is going on in the world, #LPLFinancial chief market strategist #RyanDetrick said the strong year-end rally in 2020 could have “#bulls smiling” in 2021.
MARKETWATCH.COM
What history tells us happens to the S&P 500 after a strong year-end rally, strategist says
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
College, kids and costs.
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Getting a Head Start on College Savings
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
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A Look at Whole Life Insurance
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
