Women Facing and Conquering Retirement Challenges
Sep 23, 2020
When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the fact that women typically live longer than men, retirement money for women may need to stretch even further.1 (more…)
Tags: Personal Finance, retirement, Retirement Planning
Football is Back
Sep 21, 2020
Football is back, which means Summer is coming to a close, days will get shorter, and sweaters will soon be in play.
This year, there was no pre-season, so professional football started in September, which coincidentally, is a perennial month for stock market volatility.1 (more…)
Tags: Financial Planning, Investing, Personal Finance
Why A Roth IRA Conversion May Now Be Advantageous
Sep 18, 2020
Roth IRA Conversion decisions have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. (more…)
Tags: charlotte NC, Investing, Personal Finance, retirement, Retirement Planning, Tax Advantages, Tax Deductions, Tax Planning
Tax & Estate Strategies Update for Married LGBTQ Couples
Sep 16, 2020
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or thinking about updating estate strategies, here are some important things to remember. (more…)
Tags: Estate Planning, Tax Advantages, Tax Deductions, tax guide, Tax Planning
Extended Care. How Much Do You Know?
Sep 14, 2020
How much does extended care cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel some myths. (more…)
Tags: Financial Help, Health Care Needs, Health Care Savings, Long-Term Care Planning, Medicare
Have Stocks Left You Behind?
Sep 11, 2020
Some people in recent weeks may have been feeling that “the market seems to be doing so well but I’m not participating in any of these high-flying stocks.”
A look behind the headlines helps tell the story. (more…)
Tags: Financial Help, Investment Planning, Investments, Personal Finance
Back to School in a New Way
Sep 7, 2020
Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to school carries unique concerns because of COVID-19. This year, we’re all getting an education in remote learning, working from home, and social distancing. (more…)
Get Your FAFSA Ready
Sep 4, 2020
Mark this date on your calendar: October 1. That is the day when current and future traditional college students can start submitting the Free Application for Federal Student Aid (FAFSA) for the 2021-22 school year. For many students, the FAFSA is frequently the gateway to significant financial aid: federal and state student loans, grants, university scholarships, and work-study programs.1 (more…)
Tags: financial advisor charlotte nc, Tax Planning
Inflation on the Rise
Sep 2, 2020
Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July’s consumer prices— excluding food and energy—which rose at the highest rate in nearly 30 years. However, this jump may not be as scary as it looks on the surface. Let’s dive into inflation on the rise. (more…)
Tags: Current Events, Financial Help, Personal Finance
Taxable Events in Retirement Accounts
Aug 31, 2020
When you distribute, sell, or receive assets from a retirement account, taxes usually follow. It is true for individuals; it is true for trusts. These decisions represent taxable events. (more…)
Tags: Retirement Planning, Retirement Tax Savings, Tax Planning, taxes
More Insights
Jul 9, 2025
Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.
Jul 7, 2025
As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape shaped by evolving trade dynamics, geopolitical tensions, and fiscal stimulus. The market’s resilience in … Continue reading “Market Update – America Gets Record High Stock Prices for Its Birthday”
Jun 20, 2025
Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.
Jun 18, 2025
During times like these when geopolitical headlines can be unsettling for investors, we at LPL Research like to remind ourselves of one of our key investing principles. Markets have always faced challenges —ranging from geopolitical conflicts and economic downturns to natural disasters, political upheaval and health crises. These events often trigger short-term volatility and shake … Continue reading “Why Long Term Investing Beats Selling in Volatile Times”
Jun 16, 2025
Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating charitable lead trusts.
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