Broker Check

Blog

Friday, November 8, 2019

Financial mistakes can occur throughout your lifetime. Whether you’re in your 40s, 50s or 60s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way to avoid financial mistakes, and those...

 

Friday, October 18, 2019

Weigh your choices before deciding where - or whether - to move your retirement savings when you switch employers.

 

Friday, October 11, 2019

Investors may want to avoid these common errors when saving for retirement. In the sports world, a mental error can cost your team the big game. When you are investing, a mental error can put your retirement portfolio at risk....

 

Friday, October 4, 2019

A rough start. Stocks are searching for direction this morning after a rough start to the fourth quarter. The S&P 500 Index dropped about 3% in the past two trading sessions, the first time the benchmark has dropped 1% on consecutive...

 

Friday, September 27, 2019

The financial considerations of retiring “earlier” or “later” If you can retire by choice, the question of “when” comes to mind. Here’s a look at the pros and cons of retirement at three...

 

Show All

Friday, September 20, 2019

Last chance to start your 2019 SIMPLE IRA! September 30th is the deadline! Defer up to $13,000 pre-tax, plus $3,000 catch-up if over 50! No TPA Very low fees 1% - 3% matching (only if employee contributes) Call your 401(k) headquarters...

 

Friday, September 13, 2019

Auto-pilot is regularly used to fly airplanes. But is it a good idea for your retirement investments? An increasing number of automated retirement plans are appearing on the market, promising to adjust your investments over time....

 

Friday, September 6, 2019

It may be time to adjust your investment mix and investing approach. Over time, your investment portfolio can change subtly. A bull market can leave you with more of your holdings in equities than you prefer, and the target asset...

 

Friday, August 30, 2019

You can't control how your investments perform, but you can control the order in which you withdraw them. Bev Bachel looks at sequence of returns risk-a factor that can have a big difference on your retirement funds. Learn more at the...

 

Friday, August 23, 2019

Inflation fears, trade talks, political and international developments...there's a lot going on in the world right now. As we've seen over the years, events like these can influence stock prices in the short-term. When you hear that...

 

Friday, August 16, 2019

Lessons to learn from this experiment. Retirement is ideally a happy time of your life, freeing you up to do things you’ve long postponed. However, the prospect of retirement can also cause stress if you’re not sure you...

 

Friday, August 9, 2019

Have you saved enough for these major retirement expenses? Many people approach retirement thinking that their cost of living will decrease once they stop working. This is only partially true, and misconceptions about future expenses...

 

Friday, August 2, 2019

Millennials are the most computer literate generation, and they’re used to instant access to all kinds of information. This doesn’t mean that they’re financially savvy. Unfortunately, money is seldom taught in public...

 

Friday, July 26, 2019

Your investment strategy and estate plan should keep pace as your views evolve. Time changes our perspective on many things, including our finances. Perhaps you used to think that money would solve all your problems, or that you...

 

Friday, July 19, 2019

Managing finances responsibly takes a lot of time -- and experience. Try to avoid the traps described here.

 

Friday, July 12, 2019

LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead. LPL Financial Research believes that even as investors face prospects...

 

Monday, July 1, 2019

Taking control of your financial situation can help alleviate stress and potentially free up money to put toward your retirement savings.

 

Sunday, March 19, 2017

A new survey finds that baby boomers are some of the most motivated members of the workforce today.

 

Monday, March 13, 2017

A new study finds that older job hunters are less likely to be forced into “old-person jobs” these days.

 

Sunday, February 19, 2017

Baby boomers should steer clear of these six missteps to boost their chances of a secure retirement.

 

Monday, February 13, 2017

Retirement success depends on spending as much as—or less than—you withdraw each month. Here’s how to nail the balance.

 

Sunday, January 15, 2017

Thanks to new rules, reverse mortgages—long seen as loans of last resort—are proving popular with cash-strapped retirees.

 

Monday, January 9, 2017

Baby boomers are hitting retirement age at an excellent time for stocks, and it’s leaving many with more money than they know what to do with.

 

Thursday, December 29, 2016

For many boomers, retired life is marked by four distinct phases.

 

Thursday, December 29, 2016

These four retirement facts might surprise baby boomers—and can help them better prepare for their non-working years.

 

Sunday, November 20, 2016

Retirement concerns have baby boomer women holding on to their jobs for longer than they planned.

 

Monday, November 14, 2016

It’s often said that boomers should wait as long as possible before claiming Social Security benefits. Here’s why.

 

Sunday, October 16, 2016

A new study finds that Baby Boomers are less confident than ever about their financial prospects in retirement.

 

Monday, October 10, 2016

Planning your retirement expenses can be a challenge, especially when it comes to these five costs. Here's what boomers should expect.

 

Sunday, September 18, 2016

Various studies have uncovered unique challenges and opportunities facing retiring Baby Boomers. Here's what they should know.

 

Monday, September 12, 2016

Thousands of Baby Boomers reach retirement age every day, though many aren't leaving the workforce. Yet.

 

Monday, August 8, 2016

Staying in your job for just a year longer can benefit your retirement savings in more ways than one.

 

Monday, July 18, 2016

Critical 401k Mistakes