Your CD is Maturing Soon. What Should You do Next?
If you have a certificate of deposit (CD) that is maturing soon, it’s time to make a decision. Your CD has been collecting interest for...
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hillary745
- Apr 12
- 4 min
Finding the Right Work-Life Balance
The pandemic blurred some lines, but optimism remains. At home or at work, our well-being relies on finding the right balance in our...
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hillary745
- Apr 5
- 3 min
If you're worried you'll be bored during retirement, think again!
You’ve probably been thinking about retirement for years – about the trips you’ll take, the family visits you’ll enjoy, the hobbies...
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hillary745
- Mar 28
- 3 min
Weekly Market Commentary March 27, 2023
According to LPL Research, a lot has changed in the past few weeks, both in terms of expectations for interest rates and lost confidence...
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hillary745
- Feb 21
- 2 min
WEALTH BUILDING STRATEGIES WHILE RAISING A FAMILY
Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart...
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hillary745
- Feb 16
- 3 min
Eliminate the Guesswork
Creating an estate plan is a key component of achieving financial wellness. Most people don’t spend too much time thinking about...
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hillary745
- Feb 8
- 3 min
WORKING WITH A FINANCIAL PROFESSIONAL
Your financial professional is an experienced financial professional who will help you work toward your financial goals. Here’s how to...
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hillary745
- Jan 18
- 2 min
Gone Phishing: Protecting Against Online Attacks
Identity theft is a growing concern that impacts millions of Americans every year. According to a recent study,11 more than 14 million...
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hillary745
- Jan 10
- 2 min
Caring for Aging Parents
There are important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing...
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hillary745
- Sep 27, 2022
- 2 min
What Could Fixed Income Investors Expect The Rest Of The Year?
In this year’s midyear outlook, entitled Navigating Turbulence, the LPL Research team outlines the reasons why the second half of the...
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hillary745
- Sep 13, 2022
- 3 min
National Life Insurance Awareness Month
Awareness and preparation can bring peace of mind. The need for life insurance may not be a pleasant topic to think about, but life...
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hillary745
- Jul 20, 2022
- 3 min
Mid Year Outlook - Our Economy
ECONOMY We believe the domestic economy will continue to grow this year, albeit slower than we expected six months ago. Other than the...
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hillary745
- Jul 14, 2022
- 2 min
MidYear Outlook, presented by LPL Research
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and...
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hillary745
- Apr 19, 2022
- 2 min
Keeping Calm in Times of Anxiety
It’s tempting to feel the need to make quick financial decisions, but these decisions may do more harm than good. As humans, we’re wired...
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hillary745
- Apr 6, 2022
- 1 min
Right Capital
What is it? Is it RIGHT for you? See your financial goals. Are you on track for things like buying a house, retirement, or saving for...
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hillary745
- Mar 21, 2022
- 2 min
How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months...
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hillary745
- Mar 10, 2022
- 4 min
How to Make and Maintain a Family Budget
Money management tips to ensure your family is financially successful every step of the way. Family money management isn’t much different...
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hillary745
- Mar 7, 2022
- 2 min
Gifts & Taxes: What to Know Before You Give
You can be generous with your loved ones without running afoul of the rules. One way many individuals try to avoid estate and inheritance...
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hillary745
- Feb 23, 2022
- 2 min
Women seek retirement confidence after COVID setbacks
A crisis of confidence A 2021 Nationwide Retirement Institute® survey of employer-sponsored retirement plan participants and plan...
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hillary745
- Feb 17, 2022
- 3 min
Flexible Spending Accounts
Our friends at Investopedia offer some great information about Flexible Spending Accounts. What Is a Flexible Spending Account (FSA)? A...
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