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Monday, April 1, 2024

Do you remember how hard it was learning about finances by making mistakes? Don’t make your kids suffer through that like you had to. Here are seven tips you can teach your children, so they don’t have to learn the hard way.

Monday, April 1, 2024

On Financial Professional Day, explore how working with a financial professional could be a game-changer on your path toward a higher net worth.

Monday, April 1, 2024

Being financially literate allows you to have a better, more intelligent relationship with your money, allowing you to make financial decisions more quickly and efficiently.

Monday, April 1, 2024

We wanted to share eight tips that may help you mitigate some of the stress from filing your taxes.

Wednesday, March 6, 2024

As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to...

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Friday, March 1, 2024

One crucial aspect of managing your finances includes understanding how to use credit and credit cards wisely. Below, we'll explore some effective credit strategies tailored to the HENRY lifestyle.

Friday, March 1, 2024

Here are a few tips and tricks to help you get started today toward building yourself an emergency fund:

Friday, March 1, 2024

There are several benefits to having a 401(k), especially if you are a high earner, that offer ways to build a substantial retirement. However, there are some downsides to keep in mind. Here are the pros and cons to consider:

Friday, March 1, 2024

Financially, a leap year will affect everybody, whether you realize it or not. Leap year could directly affect you depending on how you live, for example, your employment structure.

Wednesday, February 7, 2024

Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.” Nearly 75 years of historical data...

Thursday, February 1, 2024

When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while others work to keep the taxes they pay as low as legally required. The IRS...

Thursday, February 1, 2024

The federal income tax filing deadline isn’t until April. However, the start of tax season is nearly upon us. Here are some tips for navigating the tax filing process to help lessen some of the stress you may feel as Tax Day...

Thursday, February 1, 2024

You started a business, took the initial steps to build a foundation, and are now working to grow and expand your customer base. What are the next steps to take? Here are five suggestions to help your business prepare for potential...

Thursday, February 1, 2024

Planning for retirement often involves focusing on your finances and ensuring that you not only will have enough to sustain you during your retirement but adequate funds to do the things you enjoy doing. While this strategy is a...

Thursday, January 4, 2024

Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at a record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the year. It...

Wednesday, December 27, 2023

Present economic conditions are ripe with opportunities to enhance income Retirement is a time to enjoy the fruits of many years of labor; a season to reap the benefits of smart saving and investing. However, with the changing tides of...

Wednesday, December 27, 2023

When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck. But what happens once you’ve...

Wednesday, December 27, 2023

Your financial professional can help leverage these changes to impact your tax liabilities It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to...

Wednesday, December 27, 2023

Life today is expensive, and contributing to a retirement plan is more beneficial than ever. Recently, the IRS announced it was raising the contribution limit for 401(k)s to $23,000 for 2024, up from $22,500. In a world where pensions...

Tuesday, December 12, 2023

LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that we bring you a...

Monday, November 27, 2023

For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving. However, financial decisions before and during retirement can significantly influence our quality of life and tax...

Monday, November 27, 2023

The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions. For many people, giving to a charity or organization that aligns with your values provides a sense of fulfillment. If you itemize...

Monday, November 27, 2023

Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a...

Monday, November 27, 2023

In the world of investing, the "holiday effect," as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday. There are many theories on why this may occur. It could be from trading...

Monday, October 23, 2023

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic financial situation, HNWIs often...

Monday, October 23, 2023

What does "coordination with government benefits" mean? In the context of long-term nursing home care, a number of governmental (and governmentally regulated) programs and tools exist to help you pay for this care. Medicare, Medicaid,...

Monday, October 23, 2023

For many people, the holiday season is when you enjoy family and friends and give a little back to those in need. Charitable giving is its highest during the holiday months. While many legitimate charities are out there looking for...

Monday, October 23, 2023

A Roth IRA conversion involves repositioning traditional IRA or qualified employer-sponsored retirement plan assets into a Roth IRA. One reason people convert traditional IRAs or other retirement accounts into Roth IRAs is so they...

Tuesday, October 10, 2023

On Saturday, Hamas, a Palestinian militant group designated as a terrorist organization by the U.S. government, launched an attack on Israel, killing hundreds of civilians and taking dozens more hostage. In response to the attack,...

Wednesday, October 4, 2023

Dear Valued Client, The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary. Since 1950, the S&P 500 has historically declined in...

Friday, September 22, 2023

Sectors hit include air travel, insurance, oil production and entertainment The path to retirement can often seem daunting, with the end goal appearing distant and difficult to reach. This sentiment has only grown in recent years, as...

Thursday, September 21, 2023

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...

Wednesday, September 20, 2023

Having a solid life insurance policy in place is crucial for any adult who has assets, a business, or a steady income. While most adults know that having a life insurance policy is a vital piece in their financial puzzle, there are...

Tuesday, September 19, 2023

You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition and...

Monday, September 18, 2023

There are countless benefits of charitable giving. Through generous donations, you can make a difference in your community and society. You may also feel happier and even save on your taxes. Here are some key things to need to know...

Wednesday, September 6, 2023

Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of August, markets had to contend with a downgrade of U.S. long-term debt by the rating agency, Fitch....

Tuesday, August 29, 2023

Make your annual review more efficient and productive to improve next year When you work with a financial professional, you know how important the year-end review is to the financial planning process. And given that you should be...

Friday, August 25, 2023

As we’ve just passed the midpoint of the year, now is the perfect time to assess your financial well-being by conducting a review. Just like a routine health checkup can ensure your physical health, a financial checkup can help...

Thursday, August 24, 2023

Each year, many of us focus on our financial health by resetting goals and checking off items on our financial to-do list. Attempting to implement everything at once can be overwhelming but a month-by-month approach may help you plan...

Wednesday, August 23, 2023

In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are important because, over time, you can...

Tuesday, August 22, 2023

Many nonprofit organizations set out to help others. They provide services, guidance, support, or other resources to a specific group or cause. Yet, to do the work they do, they often need financial strength. Nonprofit organizations...

Monday, August 21, 2023

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic...