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• Year-End Tax Planning Considerations for Capital Gains

  Year-end tax planning can help investors manage their overall tax liability while seeking to manage investments for suitable tax outcomes. In this article, we explore four key tax planning areas for capital gains: what it is, tax law changes, tax efficiency, and offsetting capital losses.

• The Road to High-Net-Worth: Strategic 401(k) Moves to Amplify Your Wealth

  As one embarks on their journey toward a high-net-worth status, it's crucial to understand that strategic planning and intelligent decision-making are essential for wealth generation and preservation.

• Why Women are More Savvy Investors than Men

  Learn a few of the reasons women are considered more savvy investors.

• Roth IRA Basics

  There are many factors to consider when determining if a Roth IRA is appropriate for your particular situation and goals.

• Financial Freedom, Market Volatility, and You

  If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves wondering how to proceed.

• Retirement Annuities Explained: What They Are and How They Work

  Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

• Turning Profits into Wealth: A Guide for High-Earning Business Owners

  Learn how high‑earning business owners can potentially turn profits into lasting wealth through reinvestment, income diversification, expense management, and long‑term planning.

• A 529 Plan is a Powerful Tool to Save for College

  For many families, there’s a sense of excitement and anticipation that fills the air as high school seniors prepare to embark on their next journey: college. The rising costs of higher education necessitate careful financial planning, and an upcoming graduation serves as a timely reminder to assess one's savings strategy, explore available resources, and prioritize building a solid financial foundation for the future.

• A Business Owner's Guide to Employee Retirement Savings Plans

  Learn how employee retirement plans like 401(k)s and profit-sharing can attract talent, reduce taxes, and strengthen your business long term.

• Retirement Re-education: Back to School Time for Retirement Planning

  Now is the time to consider a ‘retirement re-education’ by reviewing your retirement plan and overall strategies to see if they still align with your greater plans and goals.

• Retirement Bound

  Learn about the five important steps you can take now on your journey toward the goal of a happy, secure retirement.

• LPL Outlook

  Join Steve Massey, VP/Sr. Wealth Advisor/CRPC®, to learn about economic opportunities for the rest of 2026.

• No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

  Just like Groundhog Day, our financial habits can repeat themselves, month after month and year after year.

• Am I on Track for Retirement? Five Questions Every Working Woman Should Ask

  Wondering if you’re on track for retirement? These 5 essential questions help working women plan smarter and gain confidence in their future.

• A Year-End Planning Guide for Business Owners

  As the year draws to a close, it's an ideal time for business owners to evaluate their company’s financial health.

• Overcoming Market Uncertainty: Financial Strategies for Retirement Savers

  Learn strategies to manage retirement savings during market uncertainty, inflation, and shifting interest rates.

• 529 Plans: The Ins and Outs of Contributions and Withdrawals

  529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals.

• How Much Should I Have in My 401(k)?

  A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.

• Saving for College: 529 Plans

  A few simple tools and tips can help students and families save for college.

• Retirement Planning: The Ultimate Endless Summer Adventure

  Here are some tips and tricks to help manage your retirement to have the goal of being carefree and relaxing as a child's summer vacation.