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Blog

Eric Mischler | Aug 7, 2026

What to Do With Your Next Dollar: A Financial Order of Operations

Finance
Savings
Investments
Retirement
Risk Management

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what

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By LPL Research | Aug 4, 2026

2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks

Finance
Financial Planning
Markets in 2026 continue to be shaped less by traditional fundamentals and more by policy, geopolitics, and structural change.
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Eric Mischler | Aug 1, 2026

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Eric Mischler | Jul 17, 2026

Trump Accounts: What Parents and Grandparents Should Know

Education
Savings
Family
Tax Planning
Finance
Investments

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.

Depending on the article, they sound like a college fund, a

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Eric Mischler | Jul 14, 2026

What Is a Certified Kingdom Advisor® (CKA®)?

Financial Planning
In today’s financial environment, many individuals and families are seeking guidance that reflects not only their financial goals, but also their personal
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Eric Mischler | Jul 3, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

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Eric Mischler | Jun 19, 2026

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Eric Mischler | Jun 5, 2026

Business Succession Planning: Built to Last vs. Built to Transfer

Finance
Retirement
Estate Planning
Family
Investments

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.

Then comes a quieter assumption

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Eric Mischler | Jun 1, 2026

Checking Your Portfolio Isn't the Same as Reviewing It

Investments
Retirement
Tax Planning
Risk Management
Estate Planning

Nearly half of investors check their portfolio at least once a day.1

Many of them aren't reviewing anything.

They're refreshing a number. Watching it move

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Eric Mischler | May 29, 2026

529 Day: Planning for Future Education Costs

Financial Planning
Investments
Education
Family
Finance
Each year on May 29, 529 Day serves as a reminder of the importance of planning ahead for future education expenses. Named after Section 529 of the U.S
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Eric Mischler | May 15, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

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Eric Mischler | May 1, 2026

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Alliance Financial, a registered investment advisor and separate entity from LPL Financial. CRPS conferred by the College for Financial Planning. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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