The Rule of 168
#1-524000 Every year, in the week leading up to vacation, I think about how I spend my time and how much I look forward...
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3 Election Cycle Investment Considerations
#1-521731 The party conventions are over. The political cycle is ramping up. And there is a great deal of noise and fury...
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3 Steps to Prioritizing your Decision-making
Sometimes, it’s really hard to make decisions. The more important the decision at hand, the more likely there are...
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LPL Financial Mid-Year Outlook 2016, by Burt White, Chief Investment Officer and Manager of Research
http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/CL/Client_Letter_071216.pdf
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8 Costs Associated with Downsizing Your Home
Downsizing one’s home has long been a strategy for empty nesters. The kids are gone, rooms aren’t being used and the...
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6 Major Problems with Self-Diagnosing your Financial Life
We live in an age where information is abundant and cheap. How many of us read mainstream media headlines instead of...
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Time In The Market
Federal Reserve this. Brexit vote that. Market highs and market lows. I have casual conversations getting my coffee in...
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4 Things Grandparents Should Know About Paying for College
My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly...
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7 Signs You Need a Trust in Your Financial Plan
#1-505569 One common misconception in financial planning goes like this: Trusts are only necessary for the super wealthy...
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Loans to Family Members: 5 Questions to Ask Yourself BEFORE Saying Yes
#1-504151 Sometimes those we love need financial help. Life can throw us curveballs and having friends and family to...
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I Have to Take My RMD. Now What?
#1-499873 The IRS stipulates that age seventy and a half is long enough for avoiding income tax on retirement savings...
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Your Retirement "Transition" Plan
Do any of the following describe you? You’ve worked at the same job with the same company for 25+ years. You aren’t...
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