Blog
Many financial blogs and articles contain a lot of jargon that is incomprehensible to folks that don't have their head in the industry all day long.
If you are looking for something along those lines, THIS IS NOT IT.
This blog will be published every week or so with
- Practical tips on improving your financial life
- Stories where a simple change has made a significant difference in someone's life
- Things you might have been completely unaware of that may make your life better or more enjoyable.
They will not be too long and they will be understandable.
After the Military: Tips for Your Financial Transition to Civilian Life
Read More
Continuing to Work After Drawing Social Security? What Retirees Should Know
Read More
Show All
Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
Read More
Examining Your Ghosts of Christmas Pasts
Analyzing your past financial decisions is essential to changing behaviors As Charles Dickens tells us in his celebrated Christmas fable, the self-defeating ways we behave financially are rooted in the past. Digging them out is the one...
Read More
End of Year Financial Planning
For some, it’s easy to put personal finances on the back burner during the last few months of the year. However, before the year comes to an end, it’s essential to review your finances. By doing so now, you can make the...
Read More
Christmas Shopping Lessons for Investors
Is that investment an innovation or an improvement on an existing product? As Christmas sales loom, we face an endless array of sparkly, shiny and occasionally innovative items. As an investor, you run into a similar phenomenon that...
Read More
2021 Year-End Planning for Retirees
For some, 2021 has flown by—and as we approach the last quarter of the year, it's a good time to begin planning for the next one. Year-end planning is especially important for retirees and those hoping to retire in 2021 or 2022....
Read More
10 Best Financial Benefits for Military Families
difference in their families' personal finances. Here are ten of the top financial benefits available to service members and how to make the most of them to manage your family's financial future. My husband was an Army doctor for 21...
Read More
A Financial Review Can Pay Off at Year End
Today, many people find themselves bombarded by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better now...
Read More
What Veterans Should Know About Retirement Planning
Veterans' retirement benefits are among some of the most generous out there, in large part due to the risks and sacrifices that come from military service. But navigating this array of benefits may seem complicated. What should...
Read More
A Letter to Our Clients: November 2021
November 4, 2021 Dear Valued Investor: The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and...
Read More
Vets, Don't Miss Out on 'Hidden Benefits'
After his grandfather died more than a decade ago, Lamarr Couser and his family were caught by surprise when the funeral director asked whether the World War II veteran was covered by a life insurance policy from the Department of...
Read More
The Truth Behind Common Medicare Misconceptions
Millions of people get help from Medicare every year, and this coverage can be a lifesaver. But in spite of widespread usage, there are many misconceptions about Medicare. To learn more about this government insurance program as you...
Read More
A Retirement Planning Primer
Does your retirement seem years and years away? While it may appear this way, you owe it to yourself to look ahead and begin giving thought to a time in your life that may account for 20 or more "golden" years. Granted, time may be on...
Read More
A Letter to Our Clients: October 2021
Dear Valued Investor: One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now,...
Read More
From Cost to Coverage: 5 Benefits of Enrolling in Medicare Advantage
Medicare part C, or better known as Medicare Advantage is a policy offered through private insurance companies that provides medical and hospital coverage. Those who are already enrolled in Medicare parts A and B, are automatically...
Read More
Making Sense of Medicare Parts A, B, C, and D
Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes or who are/were married to someone who did. There are four key parts to Medicare —...
Read More
Enrolling in Medicare Advantage: What You Need to Know
Now that you have decided that Medicare Advantage is an option worth exploring, you may be wondering what the next steps are to signing up. While the steps for signing up are simple, there are a few key points to remember during the...
Read More
All About Medicare and How It Impacts Financial Planning
At its core, Medicare is a federal health insurance program for Americans who are ages 65 and older and younger people with disabilities. Here are key points to know about Medicare: What Does Medicare Cover? Medicare Part A pays for...
Read More
How To Financially Prepare for a Disaster
Natural disasters like wildfires, floods, earthquakes, tornadoes, and long-term power outages don't discriminate—they may impact anyone at any time. However, you don't need to live your life under the constant stress of expecting...
Read More
Changes to Medicare in 2021: What Recipients Should Know
For many people, turning 65 provides one of the keys to retirement: access to affordable healthcare. Whether you're enrolling in the Medicare program for the first time or have been a Medicare enrollee for years, it's important to stay...
Read More
Begin Investing While Young
There’s a simple word that has profound implications for savings and investing: compounding. Like a snowball that grows as it rolls down a hill, compounding provides the potential for your money to grow, reinvesting your...
Read More
Mid-Year Is a Good Time for a Financial Checkup
The first half of 2021 is behind us. As life emerges from the pandemic to a "new normal," a mid-year financial checkup may be more important than ever this year. Here are some ways to make sure that your financial situation is...
Read More
Taxpayer Appreciation Day—Recognizing Taxpayers' Contributions
Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still smarting from having to write a check to the IRS.[1] For many, it can be tough to make the connection between those...
Read More
Why Invest?
To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of contributing to the investment....
Read More
Eight Key Facts to Know About Social Security
A whopping 70 percent of adults in their 20s through 50s fear that the Social Security program might be reduced or eliminated by the time they retire, and don’t know what to expect.1 It's important for all adults to be informed...
Read More
Your Retirement Portfolio: Five Things to Consider Before Market Turbulence
It is human nature to seek advice when things aren't going well or when an unforeseen event occurs. Often, people seek financial advice from a professional only when the stock market and their investments are experiencing turbulent...
Read More
A Checklist for Your Retirement Planning
Remember, it is never too early to start planning for your future The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to...
Read More
Mid-Year Outlook 2021: Picking Up Speed
LPL Research Midyear Outlook 2021: Picking Up Speed is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the speed can be exhilarating as economic growth accelerates, it can also be...
Read More
IRA Mistakes to Avoid
If you already contribute to a 401(k) or another retirement account through work, you may not have spent much time thinking about opening an individual retirement account (IRA). However, an IRA might provide you with a way to boost...
Read More