Broker Check


Tuesday, February 13, 2024

Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement account.

Tuesday, February 6, 2024

Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate. Estate planning isn't just for the wealthy.

Monday, January 22, 2024

Retirement planning has become a puzzle of intricate legislation, and the recent changes brought about by the SECURE 2.0 Act have only added more complexity.

Tuesday, January 9, 2024

Life today is expensive, and contributing to a retirement plan is more beneficial than ever. Recently, the IRS announced it was raising the contribution limit for 401(k)s to $23,000 for 2024, up from $22,500.

Tuesday, December 12, 2023

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down.

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Sunday, December 10, 2023

When it comes to your estate plan, you don’t just have it drafted and put away until it is time for your loved ones to manage your lifetime of affairs. As your world changes year by year, it is critical that you review your estate plan.

Monday, November 6, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan.

Monday, October 30, 2023

Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time.

Monday, October 23, 2023

For some people, the thought of using financial services is a scary experience. It involves planning for a future where you may not know how the economy may be, how your health may be, or what your financial needs might be.

Wednesday, October 18, 2023

In its annual Retirement Confidence Survey of current workers and retirees, the Employee Benefit Research Institute found that workers' confidence in their ability to fund retirement fell by the largest extent since 2008.

Monday, September 25, 2023

In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.

Wednesday, August 30, 2023

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. What will I be entitled to?

Monday, August 21, 2023

529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it.

Sunday, July 30, 2023

Interest is one of the simplest and most appealing ways to gain profits from an investment. Like clockwork, you receive an interest payment on your principal, or the amount of money you deposit when you open an account.

Tuesday, July 11, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change.

Sunday, July 2, 2023

The SECURE 2.0 Act added new exceptions to the federal income tax penalty for early withdrawals from tax-advantaged retirement accounts and expanded an existing exception to employer plans. Here is more information.

Tuesday, June 13, 2023

With a significant portion of Americans withdrawing money from their 401(k)s when they change employers, understanding the value of 401(k) rollovers is essential to preserving a confident financial future.

Wednesday, June 7, 2023

Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

Tuesday, May 16, 2023

Despite the challenging market conditions, 401(k) balances often fare better than IRAs, providing a little more hope for retirement investors. Here are five reasons why.

Tuesday, May 2, 2023

Getting ready for retirement involves more than just calculating how much you will need and the rate you can draw down your savings. Here are a few exercises that you can take to get ready for the reality of retirement.

Monday, April 24, 2023

SECURE 2.0 includes significant changes to the rules that apply to required minimum distributions from IRAs and employer retirement plans. Here's what you need to know.

Wednesday, April 19, 2023

Some strategies may boost your monthly benefit amount, helping you get the most from your benefits. Here are strategies to consider.

Saturday, March 25, 2023

When it comes to personal finance, there are competing priorities that can make it difficult to determine where to focus your efforts, like the choice between building emergency savings and working toward retirement goals.

Sunday, March 19, 2023

Financial wellness is a term that refers to the overall health and well-being of an individual's finances. In order to work toward financial wellness, it is essential to understand and manage the five key elements of personal finance.

Thursday, January 26, 2023

After years of saving and planning, many people don't consider the tax burden they may face on retirement income. While you'll likely see a reduction, plan ahead to minimize your retirement tax bill. Here are some topics to consider.

Monday, January 23, 2023

In the spirit of making predictions that will actually come true, our financial advisors share the Top 5 for 2023 – delivered in order of certainty.

Monday, January 23, 2023

Are you getting close to retirement? With the Secure Act 2.0 now signed into law, there are numerous retirement-related provisions included in the Omnibus Appropriations package that may be of interest to you.

Tuesday, January 3, 2023

Do you want to get on top of your finances this year? Are you looking for ways to improve your fiscal health? Here are 12 financial resolutions to consider.

Wednesday, December 14, 2022

The Internal Revenue Service (IRS) announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased, and they also issued guidance regarding adjustments affecting limitations. Read on for details.

Thursday, November 17, 2022

Normal retirement age used to be 65, but things are way different todayYou might be thinking about retiring, but how do you know when you are really ready for it, mentally and financially? For decades, the normal retirement age was 65....

Monday, October 31, 2022

The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this percentage.1There are a number of different tax planning moves you can...

Thursday, October 13, 2022

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.That's where financial planning...

Thursday, October 13, 2022

Your retirement is the reward after years of hard work and saving. You might dream of traveling, want to invest in a vacation home, or want to take up a new hobby. For an enjoyable retirement, saving is critical. Take charge of your...

Friday, September 16, 2022

With the average price for private college tuition and fees hitting $43,750 for the 2021-2022 school year and public college attendees paying more than $28,000 per year, many parents are nervously anticipating what will happen after...

Wednesday, September 7, 2022

When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market,...

Wednesday, August 31, 2022

 Saving for retirement is important for all ages, the key is to start earlyLand a great new job? Awesome. Now is the perfect time to think about your 401(k) and retirement plan, whether you had one before or not. Saving for...

Wednesday, August 17, 2022

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...

Monday, August 1, 2022

Many parents are preparing to send children off to school this fall. While the checklists grow and the kids soak in the last few minutes of summer break, it’s important to remember college planning and back-to-school shopping. While getting

Wednesday, July 27, 2022

When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice...

Tuesday, June 21, 2022

Many investors still adhere to the old adage—"sell in May and go away"—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk...

Monday, June 13, 2022

Through charitable giving, you can support causes or organizations you believe in and lock in tax benefits simultaneously. Whether you’re new to charitable giving or a veteran, there are several strategies you should keep in mind...

Thursday, May 19, 2022

At every stage of life, you may have financial questions that you don’t know the answers to. But not every question has a definite right or wrong answer because the correct answer depends on your unique situation. Here's a look...

Wednesday, May 4, 2022

The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer getting the attention they deserve. Whether you are feeling your motivation waning or feel like the goal is too far...

Thursday, April 21, 2022

Two years into the pandemic, it may feel like you entered a time warp for some. And from shutdown-related expenses to changes to your employment situation or workload, it can be tougher than ever to try to navigate your financial life....

Monday, April 4, 2022

Although rising interest rates make it more expensive for consumers and businesses to borrow, retirees and others who seek income could benefit from higher yields on savings accounts and CDs.On March 16, 2022, the Federal Open Market...

Friday, March 25, 2022

Are you worried about the current state of the Social Security system and how its future may affect your retirement income? It’s important to take a long, hard look at your current savings strategy to ensure you’ll be able...

Monday, March 21, 2022

With spring’s arrival, you may be eager to jump into your list of spring-cleaning tasks for your home and yard. However, there is another area of your life that may need some tidying up—your finances. Even if you keep up...

Tuesday, March 1, 2022

Retirement planning is a primary reason for long-term saving, and when people think about retirement, finances are often the focus. However, it is important to also look at the nonfinancial aspects of transitioning from the world of...

Friday, February 25, 2022

In the last quarter of 2021, inflation increased at its highest rate since 1990.1 From gas prices to grocery costs to utility bills; many consumers are experiencing a serious case of sticker shock. Here are some steps you may take to...