Mastering Your Financial Journey

At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With...

As you grow your wealth, you may find the desire to give back to others and support causes and organizations you believe in through...

When you lose money on certain investments, you can typically claim the loss against other investments, and in some cases, you may even...

The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks...

If you hope to retire soon and are concerned about what the future may hold for your investments, you are not alone. Inflation has many...

If you find yourself wavering back and forth on whether it's worth involving a financial professional for tax, retirement, or investment...

Nearly 75% of American adults report that they don't regularly follow a budget, while 10% have no budget at all.1 A lucky few may earn...

No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s...

Your retirement is the reward after years of hard work and saving. You might dream of traveling, want to invest in a vacation home, or...

A beneficiary is the person or entity you name (i.e.,designate) to receive the death benefits of a life insurance policy. Some states...

REASONS TO CONSIDER A TRUST Should you set up a trust? Maybe you've been to a seminar where they scare the life out of you, convincing...

Understanding long-term capital gains taxes when you sell investments Market downturns could be a good time to adjust your fund portfolio...

Today, many people find themselves inundated by a constant stream of financial news from television, radio, and the Internet. Yet, does...

LPL Research’s Midyear Outlook 2022: Navigating Turbulence is designed to help you assess conditions over the second half of the year,...

Most types of financial accounts allow you to designate a beneficiary, from checking and savings accounts to life insurance policies,...

In 2022, U.S. inflation hit a 40-year high, with prices for food, housing, gasoline, and other key staples increasing by nearly 10% over...

Have you ever found yourself scrambling for spare cash to send with your child for school lunch? Have you paid a late fee because you...

What is investment tax planning for stocks? Investment tax planning for stocks takes advantage of the tax rules with the goal of...

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before...

A lot of 401(k) investors end up making the same mistakes when choosing their investments. The results are low returns and unbalanced...