Blog
Reflecting on 2025, Looking Ahead to 2026
LPL Research reflects on 2025’s strong returns, key takeaways, and shares a forward-looking view for 2026 to help investors prepare.Stocks had another strong year in 2025 as most market benchmarks enjoyed their third straight year of...
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Understanding Required Minimum Distributions (RMDs): A Simple Guide
If you’ve saved diligently in a traditional IRA, 401(k), 403(b), or similar tax-deferred retirement account, congratulations — you’ve built a solid nest egg! But there’s one IRS rule you can’t ignore forever: Required Minimum...
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Taxpayer Alert: New USPS Postmark Rule & Tax Filing Deadlines
For decades, the U.S. government has operated under Internal Revenue Code (IRC) Section 7502 regarding mailing deadlines for official documents. Commonly referred to as “the mailbox rule,” this rule states that the U.S. postmark date on a p
Read MoreYour Year-End Financial Checklist
As we embark into the last month of 2024, it’s helpful to reflect on the past year to ensure your financial life is working towards your goals. To do this, here is a simple checklist to consider before setting new goals for 2025.
Read More7 Myths of Retirement
Helping people plan to retire successfully is the most important work we do every day. Today, we want to share the truth about the 7 retirement myths we commonly hear so that you can avoid them.
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What is the Best Investment?
Over nearly 40 years of helping people with their financial planning, insurance planning, and pursuing their dreams, this is a question that I have been asked many times. One of my favorite phrases to remind people is going to...
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The Three Rules of Retirement
In almost 40 years of being a Financial Advisor, I have had the privilege of personally journeying with hundreds, maybe thousands, of people toward retirement and then helping them through retirement.
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