Resources
Useful Websites and Publications
LPL Publications:
- Weekly Market Commentary
- 2022 Sustainable Investing Outlook
- Is Impact Investing Right For You
- Sustainable Investing : A Force For Positive Change
- LPL Research Blog: Macro. Market. Movers
News:
Calculators:
- Retirement Calculator
- College Savings Calculator
- Loan Calculator
- Savings Calculator
- 401(k) and IRA Minimum Required Distribution Calculator
- Smart Bond Investing Accrued Interest Calculator
- Additional Financial Calculators
Government Agencies:
Video Library:
Power of Affiliation
Estate Planning
The lack of an estate plan creates complexity, anxiety and potential chaos for those left behind. Estate planning is about the living – ensuring that the physical, financial and lifestyle needs of those you care about are protected when you are no longer there to provide for them.
Health Care in Retirement
If you’re concerned about healthcare expenses in retirement you are far from being alone. Take steps now to adequately plan for one of the greatest expenses for Americans in retirement.
Sandwich Generation
An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers. Learn what you can do now to feel more in control of your life and your future.
Financial Planning
A well-prepared and comprehensive financial plan can alleviate the stress of managing personal and family finances and help you gain control of your financial future.
Retirement
How confident are you in your ability to retire when and how you want? Working together we can bring together all the pieces of the retirement puzzle into place and plan for retirement you desire.
Retirement Income Planning
A proactive approach to retirement income planning that includes both portfolio and risk management can mean the difference between living the lifestyle you desire and outliving your assets. This video will help you sort through the complex issues and considerations to protecting your wealth when you are no longer working.
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