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• A Financial Checklist for Life-Changing Events

  When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

• 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.

• Retiring Early As a Couple: A Financial Love Story

  Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality time together.

• Smart Investment Strategies for Wealthy Retirees

  When you retire, you need your money to work for you. After years of saving and investing, you want to know: "How do I make my money last?"

• Investor Summer School: 3 Investing Moves to Make Before Summer is Over

  Many investors still adhere to the old adage—"sell in May and go away"—while others remain fully invested even as the summer heat waves begin.

• LPL Checklist

  Let’s go through 12 things to consider before the year ends and identify strategic opportunities that could strengthen your financial position ahead.

• The Principles of Financial Literacy

  Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their understanding of finances.

• 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.

• 3 Questions to Ask Yourself Before You Claim Social Security

  If you are unsure when to start your claim, here are a few questions that may help you determine if it is time to make a claim or if you should delay a little longer.

• Overcoming the Dual-Caregiving Dilemma

  The "Sandwich Generation" is composed of adults who are ‘sandwiched’ between competing financial responsibilities.

• 3 Reasons to Schedule a Year-End Tax Planning Meeting With Your CPA

  Year-end tax planning can help reduce liability and uncover opportunities. Learn 3 reasons to schedule a proactive CPA meeting before time runs out.

• Basics of Social Security

  Join us and learn about how social security is funded, and how your future benefits are determined.

• Preparing the Next Generation: The Right Time to Start the Inheritance Conversation

  Start the inheritance conversation early. Learn how to prepare your children for financial responsibility and preserve your family’s legacy.

• Pearls of Wisdom: Wealth Preservation for Wealthy Women

  Wealthy women face unique wealth challenges. Explore sound strategies to preserve assets, protect independence, and plan with confidence.

• Basics of Investing

  Explore key concepts and get set to invest.

• Making the Most of Social Security

  Did you know there are more than 500 ways to claim Social Security benefits?

• Steven Massey

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.  

• 401(k) Rollover Options to Consider

  When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).

• Roth IRA Basics

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

• Investing in Your 60s and Beyond

  Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a substantial shift in your investment strategy. Here are some ideas for investing in your 60s and beyond.