Eliminate the Guesswork

Creating an estate plan is a key component of achieving financial wellness Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will soon face those issues. While…

Active Listening

Unfortunately, life doesn’t make it easy for us to tune things out and focus on what’s right in front of us. We carry everything we have going on in our lives from one moment to the next whether we want…

Outlook 2024

LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand that making progress toward long-term financial goals requires a strong plan and sound advice. The insights in this report,…

Being Healthy is the Ultimate Lifestyle

If someone asked you to quickly write down all the responsibilities you have in life, all the things you have to take care of, where would you fall on the list? Many wouldn’t even make an appearance on their own…

The Challenges and Benefits of Pet Ownership

In 2022, Americans spent $136.8 billion on their pets—including pet food, veterinary care, grooming, boarding, insurance, and other pet-related products and services.1 That amount is more than 50% higher than the amount spent in 2018, when expenditures reached $90.5 billion,…

The Elusive Buy/Sell Strategy of Perfect Timing

Trying to buy or sell assets based on absolute market highs or lows may produce lower returns. Buying low or selling high is a prudent strategy for most investors, an effort to maximize returns. But buying lowest or selling highest…

The Price of Financial Illiteracy

A lot of people don’t realize how much money they could save if they stopped nickels, dimes, and dollars from leaving their online accounts, pockets and wallets for reasons that could have been avoided—if they’d been more financially literate. In…

Planning your financial future

Do you have a financial plan that will help you send your kids to college, take the trips you’ve dreamed about, and enjoy your golden years? If not, you may want to start planning now. Creating a financial plan may…

Smart Shopper

Keep Your Money Safe With These Online Shopping Security Tips The 2022 holiday gift season is now in the rear-view mirror. If you’re like many other people, chances are you did a good amount of shopping online. After all, online…