Articles

Are Changes Ahead for Workplace Retirement Accounts?

Morning Market Review April 5, 2019

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Estate Planning: How We Can Help You Transfer Your Values Alongside Your Wealth

There’s this lingering myth of “old money families” where wealth is easily passed from generation to generation. But studies have shown wealth attrition to be more common, as bad investment decisions, mismanagement and dilution of assets between heirs eats into the family fortune.

Taxation Strategies and Proposals

“Doing good”: How to invest your money to make a difference

When I entered the investment industry in 1984 Peter Lynch was managing the highly successful Fidelity Magellan Fund. There was no talk among individual investors about excluding certain stocks from their portfolios for social reasons. The overall goal of investing was to maximize shareholder value. In other words, make the most money without regard to social impact.

How Do You Save For College? There Is No Wrong Answer!

Many of us cringe at the thought of paying for college. How do we even begin to think about that process? It's an incredibly expensive pursuit. The costs are forever rising when it comes to college expenses and that goes for private, public or trade schools.

Making Smart Social Security Decisions Is Harder Than You Might Think

You may have been told to start taking social security as soon as possible (when you reach age 62). Or that you can just keep right on working full time even as you collect. These are just two of the biggest Social Security misconceptions, and if you follow that advice it can end up costing you a lot.

IRA trusts can protect your heirs from themselves

IRA trusts can protect your heirs from themselves

Sarah O'Brien is not affiliated with LPL Financial.
The opinions expressed in this material do not necessarily reflect the views of LPL Financial.

Morning Market Review April 4, 2019

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Resolved - This Year I Will Prepare [Part 1] (Podcast)

By Byron Moore, posted April 3, 2019

The following segment first aired on KEDM 90.3.

How can you prepare for life's unexpected twists and turns?

Click above to play/pause audio.

 

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