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The nation’s financial and physical wellness are both on an upswing. While finances and health may seem unrelated, the two are often closely intertwined, especially in America’s bustling, free-flowing marketplace.
Third Quarter 2022
Your Retirement Planning Newsletter by LPL
Our process for crafting your personal plan.
The intent of this guide is to help you with the unfinished paperwork and decisions that can be overwhelming after the death of a loved one.
Being in debt is certainly no fun, and it can sometimes take over your financiallife. For a lot of people, debt can make it hard to cover even your everydayliving expenses, not to mention saving for retirement or other financial goals.
Stay organized and informed with this printable, newly updated resource of essential financial figures and dates.
In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare.
More than 69 million Americans (21% of the U.S. population) receive some form of Social Security.1,2 The public insurance has helped lay the economic foundation for Americans for more than 80 years, providing help to retirees and others.3
Here are 4 Social Security facts retirees must know.
1. SSA.gov, 20212. Census.gov, 20213. SSA.gov, 2021
While you can’t be certain what the future holds, you can strategize for the retirement life you want—and take these five steps to help you get there with confidence.
Younger generations have very different personal finance and investing priorities than their parents. Use this informational guide to help individuals in their 20s and 30s navigate the world of investing and personal finance, and to help them start thinking seriously about their financial future.
Investing may sound enticing. But how do you do it? This updated guide provides you with the keys to smart investing for the long haul.
You will discover how to invest wisely and responsibly and avoid the common traps and mistakes made by novice investors.
These seven principles of long-term investing will equip you to make the best decisions to pursue your financial goals.
You're approaching a major turning point in your life. A financial professional can help you discover wise solutions and develop smart retirement strategies for a fulfilling and exciting future.
Filing your taxes can be a complex responsibility, and accidental errors can be easy to make. By being diligent, carefully strategizing, and keeping tight records, you can improve your ability to file taxes without mistakes.
Many pre-retirees struggle to balance living a life they love in the present while also saving for the future. This guide outlines the top three expenditures that typically impact the ability to plan ahead: your home, vehicle, and travel. Use this guide to get a head start investing while ensuring that you're enjoying the road to retirement.
The transition to adulthood is an exciting time that marks true independence. You or your children may have graduated from college, started a job, and rented their first apartments. With this new freedom comes responsibility, including protecting yourselves from the financial risks that life can present.
This guide will help you and your children navigate the many available insurance options and decide how to protect your financial futures, starting today.
Marriage changes everything, including insurance needs. Even if you lived together and shared expenses before getting married, you may now have new responsibilities — and opportunities — regarding your insurance coverage.
This guide will help you see how marriage affects your policies, and consider whether you need additional insurance in this new life stage.
As life evolves, so do your insurance needs. Having the right coverage can be one of the most important ways to protect yourselves and your families. From auto to life and everywhere in between, insurance can help you prepare for unforeseen challenges and protect your financial foundation.
A growing family means growing financial obligations, both now and years from now. This guide outlines essential insurance coverage for families with children.
Later adulthood brings unique changes and opportunities. At this stage you may be at the height of your earning power and near peak savings as you lay the groundwork for retirement and beyond.
Preserving assets requires more than a thoughtful investment strategy. Insurance helps protect against an array of financial risks, especially health factors associated with aging. This guide will help you see how your insurance needs evolve as you age, and how to make informed choices about coverage.
No one ever enters into a marriage expecting that it will end. A divorce can be one of the most challenging things to go through, and can often negatively impact the finances of both parties. However, with some careful preparation and research, we can help you work towards safeguarding your financial future in this new phase of life.
Many Americans may not understand how to fully take advantage of their employer-sponsored retirement plans.We’ve created this special report to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement.
The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. While the most drastic changes were made to retirement accounts, there are several other provisions that have also changed investment strategies for younger investors.
This guide may help you keep up with your financial needs, while avoiding common (and expensive) mistakes.
An informational guide about the critical elements of an Estate Plan
Financial success is a goal for many, but women face unique barriers that can make that goal more challenging to achieve. This guide explores these daunting challenges but also examines investing pitfalls that all investors should avoid when taking control of their financial futures.