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There are hundreds of articles on the so-called “biggest financial mistakes” that people make and some tips on avoiding them. We’re used to seeing common examples of how peoples’ activities, like overspending or making minimum payments, may get people in trouble. These lists of mistakes could fill a book, but many are rooted in a failure to adhere to basic financial guidance.

Financial Planning Month

If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to take the steps to  insure your family’s or loved one’s financial security.  For many people, that is most likely a critical decision that has long been procrastinated.

There was a time when old retirement planning models like “the 70 percent rule” were more common. This rule stated that a retiree only needed 70% of their pre-retirement income to live comfortably in retirement. These “rules” may have worked for some retirees several decades ago but can be dangerously flawed in today’s new normal retirement.

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy.

As a young parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your children’s education? 

If you’ve just begun your career and started collecting a decent paycheck, retirement probably feels like it’s lightyears away. But it will get here quicker than you expect, and when it does, you’ll want to be prepared.

Click here for an informative article on types of investments.

Tuesday, December 7, 2021

The entire team at LPL Research is so excited to announce the release of Outlook 2022: Passing the Baton. It is hard to put into words the amount of time and cross department organization it takes to get something like this off the ground, but we think you’ll love the final product.