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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths


The LPL Research Outlook 2018: Return of the Business Cycle highlights the opportunities and potential challenges that may lie ahead for market participants as we get back to the traditional drivers that we’d expect to push the economy and markets forward.  View the complete publication, featuring insightful commentary, as well as economic and market guidance for 2018. (hyperlink italicized text)

To view the Outlook 2018 video: Outlook 2018 | Return of the Business Cycle


Helpful Content

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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