Blog
Outlook 2022: Passing the Baton
Get a head start on your financial future with LPL Research’s economic and market forecasts for 2022 with Outlook 2022: Passing the Baton.
Have you prepared your loved one for the inevitable?
Pre-death planning is area that is frequently overlooked. Someone you love (a spouse, partner, child, sibling or friend) will be entrusted to manage your affairs upon your passing.
Are you a woman who is financially empowered?
Women are more empowered and educated today than any time in history. There is a woman serving as the first VP of the US. Women serve in all branches of US armed forces…
Are You Prepared for Financial Surprises?
A job loss, an illness or an unexpected expense are not things we typically like to think about. Having a plan in place can help reduce your anxiety and protect you financially when the unexpected happens.
CCRC – A Growing Trend in Senior Housing
Over my 34 years in the financial services industry I have witnessed many trends driven by demographics. The latest trend involves moving out of a longtime residence to a continuing care retirement community (CCRC).