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Tuesday, January 5, 2021

After months of intense debate, the House and Senate voted to pass a second COVID-19 economic stimulus bill and the President has signed it into law.1 At a total cost of $900 billion, this 5,600-page bill1 contains everything from...

 

Thursday, December 31, 2020

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling...

 

Thursday, December 31, 2020

Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. As a doctor, you have been through years of hard work and may be looking for ways to help limit your tax liability and preserve as much of...

 

Thursday, December 31, 2020

New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances...

 

Tuesday, December 29, 2020

LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021 looks ahead. 2021 will bring advances to further...

 

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Wednesday, December 16, 2020

With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider updating your tax strategy to best preserve your assets into the future. Don't wait until the end of the tax year to...

 

Wednesday, December 16, 2020

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines — don't change much, if at all. And with the uncertainty surrounding just about everything...

 

Tuesday, December 8, 2020

Shopping for holiday gifts is stressful but also a little fun, especially when you think about the joy you will bring to those who receive them. But in all the rush to get everything done in time, it is easy to forget smart shopping...

 

Monday, November 30, 2020

Retirement is an exciting time for many, and the reward for years of hard work. While there is no set age for retirement, it is important to be prepared before you make the leap, so that you enjoy your retirement and financial...

 

Sunday, November 29, 2020

As the holidays approach, many children start to make wish lists, but unfortunately, not all children have someone to give them gifts. Luckily, there are many charities that help get holiday gifts and joy to children.

 

Wednesday, November 25, 2020

Small Business Saturday is the day you are supposed to look to your smaller area shops to find those perfect holiday gifts while showing support for your local shopkeepers.

 

Monday, September 10, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935.