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  • About
    • Meet Our Team
    • Our Mission
    • Power of an Experienced Partner
    • Contact
  • LPL
    • Weekly Market Commentary
    • LPL Research
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Blog

  • New Retirement Contribution Limits for 2026
    Monday, December 22nd, 2025

    New Retirement Contribution Limits for 2026

    The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so...
    Read More
  • Friday, October 18th, 2024

    401k Financial Advisor

    In the quest to provide employees with a secure financial future, your 401k Plan is an integral part of the equation. Yet, optimizing this powerful retirement tool can sometimes...
    Read More
  • Thursday, July 18th, 2024

    Unexpected Facts about Social Security That Might Surprise You

    Social Security is as ingrained in American retirement as apple pie on the Fourth of July. But beneath the familiar surface lie some surprising quirks and fascinating history. Dive...
    Read More
  • Tuesday, July 16th, 2024

    Rethinking Retirement: Supercharge Your Nest Egg with Catch-Up Contributions

    Feeling anxious about your retirement nest egg? You’re far from alone. Studies show a mere fraction of workers feel confident about their retirement savings. But fear not, especially if...
    Read More
  • Healthcare Costs in Retirement
    Thursday, January 5th, 2023

    Healthcare Costs in Retirement

    In a 2021 survey, 32% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their...
    Read More
  • Monday, December 12th, 2022

    9 Facts About Retirement

    Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start...
    Read More
  • Sunday, November 13th, 2022

    Why Do You Need a 401(k) Advisor?

    Why Do You Need a 401(k) Advisor? Most company Human resource and Finance departments are focused on the daily operation and profitability of their business. Unfortunately, choosing and evaluating...
    Read More
  •  What Are the Benefits of I Bonds?
    Monday, October 10th, 2022

     What Are the Benefits of I Bonds?

    U.S. Government I Bonds – Current Yield 9.62% until October 2022. I bonds are a type of U.S. savings bond designed to protect the value of your cash from...
    Read More
  • 9 Facts About Social Security
    Monday, October 10th, 2022

    9 Facts About Social Security

    Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really...
    Read More
  • Tuesday, September 6th, 2022

    Is it possible to create the Perfect 401(k) Plan?  Actually, not at this time.

    The Best 401(k) Plan, would actually entail, eliminating employer 401(k) Plans in their entirety and allowing workers to contribute to a “Jumbo IRA”. 401(k) plans came about in the...
    Read More

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