Understanding Today’s Financial Environment
At the Monroe offices of LPL Financial, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call us at one of our two locations.
Monroe (734) 241-2172
Bedford (734) 224-4640
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
A four-step framework for building a personal legacy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How do the markets usually react to elections? Was the 2016 election any different?
Learn how to harness the power of compound interest for your investments.
Do you know these three personal finance sayings?