Why Having Disability Insurance Actually Protects Your Most Valuable Assets
Wouldn’t you love to have a very accurate, high-definition crystal ball? One that gives you a clear view of what might come in the days, months, and years ahead? Of course there’s little use in wishing to see the future. All we can do is work with the facts and statistics of what we know today, to help prepare for tomorrow. Read More
Second Opinion? Six reasons you may want fresh financial advice
You leave your financial advisor’s office with a nagging doubt. They’re the one with the credentials, of course. But something’s not right. Should you get a second financial opinion? Yes, say those who have done so, and don’t think twice. A fresh perspective can make all the difference for your financial health and confidence. Here are a few good reasons to... Read More
Medicare: Health Care in Retirement (10-18-23 Lakeside Chat)
Choosing the right Medicare plan is an important part of retirement planning but due to its complexity, it can often leave people wondering if they are making the best choices for their health care in retirement. That's why we wanted to bring in an expert to help. Read More
Simplifying the FAFSA® Process (Lakeside Chat 9/13/23)
Every fall, securing financial aid for your current or prospective college student can be one of the most stressful times of the new school year. Especially with changes to the process and definitions being phased in this year, it can feel as daunting as ever. We want to help! Read More
What is Hybrid Long-Term Care Insurance? (And When to Consider it)
If you’re re-evaluating how much, and what types, of insurance you need in 2022 and beyond, you are not alone. The global pandemic brought many topics to the foreground that were often being pushed aside in the past and finding the right insurance coverage was a big one. While you may be focusing on healthcare insurance options, don’t forget to evaluate... Read More
3 Year-End Tax Strategies for 2021 to Keep Your Financial Plan on Track
The year 2021 is fast coming to an end, but there is still time to make smart moves to maximize your savings and minimize your tax bill next spring. While your situation at this point in time will vary from your neighbor’s or colleagues', here are three year-end tax strategies that can help you no matter what your life stage or current situation. Read More
2021 Midyear Outlook (Lakeside Chat 7-14-21)
For our next Lakeside Chat, we're proudly presenting LPL ResearchMidyear Outlook 2021with investment insights and market guidance for the rest of 2021. Adam walks through the Midyear Outlook 2021 publicationfor a comprehensive presentation on the markets and the global economy – and the opportunities and challenges that may lie ahead. Read More
SRI, ESG, or Impact Investing: How to decide which is best for you
By whatever its name, the options for putting your money where your personal values are have never been greater. But the array of terms can be overwhelming. Whether you are just beginning as an investor or have been investing for years, a recap of your choices can be useful to make sure you aren’t simply chasing after the latest shiny object — or missing... Read More