Don't confuse speculating with investing — read what our advisor, Allan Proske, has to say about it here: https://www.lpastrategic.com/speculating-vs-investing-by-allan-proske
The coronavirus crisis has altered how 13 million college students feel about their financial future. CNBC has the latest @
CNBC.COM
Due to pandemic, more than 13 million college students are worried about their financial future: study
$100 not spent is more like $143. Intrigued? #taxes #saving
LPASTRATEGIC.COM
Stop Wasting Money
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
LPASTRATEGIC.COM
How Will Working Affect Social Security Benefits?
Concerned about identity theft? Some things to leave at home. #IdentityTheft
LPASTRATEGIC.COM
Please Leave Home Without It
Is tax-loss harvesting for you? There’s a lot to consider. Contact our office if you’d like to discuss.
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
LPASTRATEGIC.COM
A Look at Whole Life Insurance
Many people use financial benchmarks to determine when it’s time to retire. But are you mentally prepared? Read more from Yahoo Finance @
FINANCE.YAHOO.COM
6 Signs It's Time to Retire
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
LPASTRATEGIC.COM
IRA Withdrawals that Escape the 10% Tax Penalty
Childhood attitudes and habits can determine your child's health in his or her adult years.
LPASTRATEGIC.COM
Raising Healthy Children
10 tips that can head-off marriage money problems.
LPASTRATEGIC.COM
Prevent a Rift: Money Tips for Newlyweds
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
LPASTRATEGIC.COM
Mortgages in Retirement
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
LPASTRATEGIC.COM
Social Security: Maximizing Benefits
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
LPASTRATEGIC.COM
To Buy or Not to Buy
CNBC.COM
How Trump and Biden economic and tax plans differ in ways that could impact Main Street
It’s possible to avoid these classic #retirement traps, with a little preparation.
LPASTRATEGIC.COM
Retirement Traps to Avoid
The stock market continues to focus on the possibility of a fiscal stimulus bill...
MARKETWATCH.COM
Fed’s Brainard says failure of Congress on another fiscal stimulus bill would lead to ‘slower and weaker recovery’
Take an inside look into Simplified Employee Pension plans.
LPASTRATEGIC.COM
Is a SEP-IRA Right for Your Business?
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
LPASTRATEGIC.COM
Social Security Benefits: How Much Will I Receive
You can help ensure that losing your wallet doesn't turn into something bigger.
LPASTRATEGIC.COM
What to Do When You Lose Your Wallet
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
LPASTRATEGIC.COM
A Brief Guide To Condo Insurance
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
LPASTRATEGIC.COM
Tax Rules When Selling Your Home
The truth is a little more complicated with these personal finance idioms.
LPASTRATEGIC.COM
The Latte Lie and Other Myths
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
LPASTRATEGIC.COM
Avoiding Cognitive Decline
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
LPASTRATEGIC.COM
Year-End Charitable Gifting and You
Over age 50? You may be able to catch-up on retirement.
LPASTRATEGIC.COM
Catch-Up Contributions
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
LPASTRATEGIC.COM
Coaches
No matter what you plan to spend this holiday season, time spent planning ahead is time well spent.
Many people use financial benchmarks to determine when it’s time to retire. But are you mentally prepared? Read more from Yahoo Finance @
FINANCE.YAHOO.COM
6 Signs It's Time to Retire
Have you heard these three common misconceptions about #SocialSecurity?
LPASTRATEGIC.COM
Don't Buy The Hype
Nobel-prize-winning investment research.
LPASTRATEGIC.COM
The Ivory Tower Changes Wall Street
With increasing wealth comes unique financial challenges.
LPASTRATEGIC.COM
Investment Challenges of the Affluent Investor
Wishing you and your family a happy, healthy and safe Thanksgiving holiday surrounded by your loved ones.
15-year vs. 30-year: know your refinancing options.
LPASTRATEGIC.COM
Lots of Variables with Fixed-Rate Mortgages
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
LPASTRATEGIC.COM
9 Facts About Social Security
Over the past few months, there has been a great deal of talk about ‘rotation’ within the stock market. Much of the commentary on the topic focuses on growth versus value investing. However, it may be helpful to supplement...
LPASTRATEGIC.COM
Stock Market Rotation: Growth versus Value, and Cyclical versus Secular
Long-term care: three words many people hope they'll never need.
LPASTRATEGIC.COM
Understanding Long-Term Care
Saving for college doesn’t have to be as complicated as college itself.
LPASTRATEGIC.COM
Saving for College 101
Have a kid heading off to college? Here are a few tips.
LPASTRATEGIC.COM
A Cheat Sheet for Sending Your Kid to College
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
LPASTRATEGIC.COM
What Our Kids Can Teach us About Saving Money
For all those celebrating, wishing you and your family all the best!
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
LPASTRATEGIC.COM
Investments
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
LPASTRATEGIC.COM
A Fruitful Retirement: Social Security Benefit
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
LPASTRATEGIC.COM
Avoiding Cognitive Decline
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
LPASTRATEGIC.COM
Financial Aid for Students 101
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
LPASTRATEGIC.COM
The A, B, C, & D of Medicare
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
LPASTRATEGIC.COM
The Long Run: Women and Retirement
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
LPASTRATEGIC.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
LPASTRATEGIC.COM
When Should You Take Social Security
Here are 4 unexpected locations that make great places to #raise your #family.
LPASTRATEGIC.COM
Four Great, Unexpected Places to Raise a Family
Learn more about whether you need to pay estimated taxes.
LPASTRATEGIC.COM
You May Need to Make Estimated Tax Payments If…
Could your portfolio benefit from a zero-coupon bond?
LPASTRATEGIC.COM
The ABCs of Zero Coupon Bonds
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
LPASTRATEGIC.COM
When Should You Take Social Security
Here are 4 unexpected locations that make great places to #raise your #family.
LPASTRATEGIC.COM
Four Great, Unexpected Places to Raise a Family
Ben Franklin used compound interest to make big contributions to his two favorite cities.
LPASTRATEGIC.COM
The Power of Compound Interest
WASHINGTONPOST.COM
Perspective | Here’s how college students could collect $1,800 in stimulus payments
The market is as unpredictable as the weather. We’re here to help you prepare.
LPASTRATEGIC.COM
Forecast
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
LPASTRATEGIC.COM
Coaches
Learn more about whether you need to pay estimated taxes.
LPASTRATEGIC.COM
You May Need to Make Estimated Tax Payments If…
Could your portfolio benefit from a zero-coupon bond?
LPASTRATEGIC.COM
The ABCs of Zero Coupon Bonds
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
LPASTRATEGIC.COM
A New Way to Look at Your Bucket List
The CDC is likely to amend the COVID-19 vaccine rollout rules to include those 65 and older, allowing more Americans to get the vaccine earlier than expected. NPR has the details @
NPR.ORG
Trump Administration Urges States To Open COVID-19 Vaccination To Everyone Over 65
10 tips that can head-off marriage money problems.
LPASTRATEGIC.COM
Prevent a Rift: Money Tips for Newlyweds
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
LPASTRATEGIC.COM
Money that Buys Good Health is Never Ill Spent
Ben Franklin used compound interest to make big contributions to his two favorite cities.
LPASTRATEGIC.COM
The Power of Compound Interest
WASHINGTONPOST.COM
Perspective | Here’s how college students could collect $1,800 in stimulus payments
You’ll need to weigh several factors before retiring abroad.
LPASTRATEGIC.COM
Thinking of Retiring Abroad?
$100 not spent is more like $143. Intrigued? #taxes #saving
LPASTRATEGIC.COM
Stop Wasting Money
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
LPASTRATEGIC.COM
A New Way to Look at Your Bucket List
The CDC is likely to amend the COVID-19 vaccine rollout rules to include those 65 and older, allowing more Americans to get the vaccine earlier than expected. NPR has the details @
NPR.ORG
Trump Administration Urges States To Open COVID-19 Vaccination To Everyone Over 65
10 tips that can head-off marriage money problems.
LPASTRATEGIC.COM
Prevent a Rift: Money Tips for Newlyweds
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
LPASTRATEGIC.COM
Money that Buys Good Health is Never Ill Spent
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
LPASTRATEGIC.COM
Personal Finance Tips for Military Families
Working from home has been a challenge for many Americans. CNBC has some tips to get into a relaxed rhythm @
CNBC.COM
How to find 'flow' while working from home, according to a peak performance expert
Concerned about identity theft? Some things to leave at home. #IdentityTheft
LPASTRATEGIC.COM
Please Leave Home Without It
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
LPASTRATEGIC.COM
Buying vs. Leasing a Car
Working from home has been a challenge for many Americans. CNBC has some tips to get into a relaxed rhythm @
CNBC.COM
How to find 'flow' while working from home, according to a peak performance expert
You’ll need to weigh several factors before retiring abroad.
LPASTRATEGIC.COM
Thinking of Retiring Abroad?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
LPASTRATEGIC.COM
How Income Taxes Work
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
LPASTRATEGIC.COM
IRA Withdrawals that Escape the 10% Tax Penalty
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
LPASTRATEGIC.COM
Personal Finance Tips for Military Families
Working from home has been a challenge for many Americans. CNBC has some tips to get into a relaxed rhythm @
CNBC.COM
How to find 'flow' while working from home, according to a peak performance expert
Concerned about identity theft? Some things to leave at home. #IdentityTheft
LPASTRATEGIC.COM
Please Leave Home Without It
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
LPASTRATEGIC.COM
Buying vs. Leasing a Car
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
LPASTRATEGIC.COM
“Dirty Dozen” Tax Scams to Watch For
CNN Business says home sales reached a 14-year high in 2020. More @
CNN.COM
Home sales hit 14-year high in 2020, pushing prices to record levels
Do your kids have the right stuff for college? #CollegePrep
LPASTRATEGIC.COM
Countdown to College
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
LPASTRATEGIC.COM
Social Security Benefits: How Much Will I Receive
As complex as the details of taxes can be, the income tax process is fairly straightforward.
LPASTRATEGIC.COM
How Income Taxes Work
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
LPASTRATEGIC.COM
IRA Withdrawals that Escape the 10% Tax Penalty
Learn more about whether you need to pay estimated taxes.
LPASTRATEGIC.COM
You May Need to Make Estimated Tax Payments If…
Yahoo! Finance discusses the arrival of tax season 2021. More @
FINANCE.YAHOO.COM
Tax season 2021: How to get a bigger, quicker tax refund
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
LPASTRATEGIC.COM
Inflation & Your Money
Yahoo! Finance discusses the arrival of tax season 2021. More @
FINANCE.YAHOO.COM
Tax season 2021: How to get a bigger, quicker tax refund
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
LPASTRATEGIC.COM
“Dirty Dozen” Tax Scams to Watch For
CNN Business says home sales reached a 14-year high in 2020. More @
CNN.COM
Home sales hit 14-year high in 2020, pushing prices to record levels
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
LPASTRATEGIC.COM
Value vs. Growth Investing
While the date to start filing taxes was moved to February 12, the I.R.S. says that there are no plans to extend the normal deadline date of April 15, 2021. Read more @
CNBC.COM
IRS says there are no plans to extend tax-filing deadline beyond April 15
Consider a bucket plan to go with your bucket list.
LPASTRATEGIC.COM
A Bucket Plan to Go with Your Bucket List
You’re the conductor of your 401k, IRA and taxable savings.
LPASTRATEGIC.COM
Orchestrating Your Retirement Accounts
Learn more about whether you need to pay estimated taxes.
LPASTRATEGIC.COM
You May Need to Make Estimated Tax Payments If…
Yahoo! Finance discusses the arrival of tax season 2021. More @
FINANCE.YAHOO.COM
Tax season 2021: How to get a bigger, quicker tax refund
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
LPASTRATEGIC.COM
Changing Unhealthy Behaviors
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
LPASTRATEGIC.COM
Five Most Overlooked Tax Deductions
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
LPASTRATEGIC.COM
Value vs. Growth Investing
While the date to start filing taxes was moved to February 12, the I.R.S. says that there are no plans to extend the normal deadline date of April 15, 2021. Read more @
CNBC.COM
IRS says there are no plans to extend tax-filing deadline beyond April 15
Consider a bucket plan to go with your bucket list.
LPASTRATEGIC.COM
A Bucket Plan to Go with Your Bucket List
You’re the conductor of your 401k, IRA and taxable savings.
LPASTRATEGIC.COM
Orchestrating Your Retirement Accounts
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
LPASTRATEGIC.COM
A New Way to Look at Your Bucket List
It’s possible to avoid these classic #retirement traps, with a little preparation.
LPASTRATEGIC.COM
Retirement Traps to Avoid
Have a kid heading off to college? Here are a few tips.
LPASTRATEGIC.COM
A Cheat Sheet for Sending Your Kid to College
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
LPASTRATEGIC.COM
Changing Unhealthy Behaviors
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
LPASTRATEGIC.COM
Five Most Overlooked Tax Deductions
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
LPASTRATEGIC.COM
Value vs. Growth Investing
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
LPASTRATEGIC.COM
Building Your Legacy
Over age 50? You may be able to catch-up on retirement.
LPASTRATEGIC.COM
Catch-Up Contributions
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
LPASTRATEGIC.COM
A New Way to Look at Your Bucket List
It’s possible to avoid these classic #retirement traps, with a little preparation.
LPASTRATEGIC.COM
Retirement Traps to Avoid
Have a kid heading off to college? Here are a few tips.
LPASTRATEGIC.COM
A Cheat Sheet for Sending Your Kid to College
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
LPASTRATEGIC.COM
Changing Unhealthy Behaviors
You’ll need to weigh several factors before retiring abroad.
LPASTRATEGIC.COM
Thinking of Retiring Abroad?
Three steps may make a difference if you find yourself suddenly single.
LPASTRATEGIC.COM
Suddenly Single: 3 Steps to Take Now
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
LPASTRATEGIC.COM
Building Your Legacy
Over age 50? You may be able to catch-up on retirement.
LPASTRATEGIC.COM
Catch-Up Contributions
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
LPASTRATEGIC.COM
A New Way to Look at Your Bucket List
It’s possible to avoid these classic #retirement traps, with a little preparation.
LPASTRATEGIC.COM
Retirement Traps to Avoid
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
LPASTRATEGIC.COM
Red Flags for Tax Auditors
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
LPASTRATEGIC.COM
Money Draining Food Myths
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
LPASTRATEGIC.COM
The Three Keys to a Great Password
You’ll need to weigh several factors before retiring abroad.
LPASTRATEGIC.COM
Thinking of Retiring Abroad?
Three steps may make a difference if you find yourself suddenly single.
LPASTRATEGIC.COM
Suddenly Single: 3 Steps to Take Now
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
LPASTRATEGIC.COM
Building Your Legacy
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
LPASTRATEGIC.COM
Coaches
For a small business, the loss of a key person could cause financial hardship.
LPASTRATEGIC.COM
Protecting Your Business from the Loss of a Key Person
Does it make more sense to push back #retirement, or not to retire at all?
LPASTRATEGIC.COM
Should You Ever Retire?
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
LPASTRATEGIC.COM
Red Flags for Tax Auditors
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
LPASTRATEGIC.COM
Money Draining Food Myths
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
LPASTRATEGIC.COM
The Three Keys to a Great Password
