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A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.

April 5, 2018

Dear Valued Investor:

With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools once only available to financial professionals.

What does loyalty mean to you?

To all of us in the LPL Financial network, loyalty means that our clients trust the value and level of commitment we dedicate to helping them pursue their goals.

Making investment decisions has never been an exact science, nor is the process the same from one individual to the next. There are many variables that need to be factored, both from the standpoint of your individual situation and in the consideration of specific investments.

Weigh the tradeoffs before you make your decision.

Lifelong income or one large payment? Companies that sponsor traditional pension plans are starting to offer their workers this retirement choice. It’s not an easy choice, and it’s usually irreversible.

The one thing we of which we can all be certain is change.  Life happens every day and, as a result, we are constantly assessing our situation and changing our course, usually by making small adjustments.  A life insurance purchase is one of the few decisions we make with a more long term perspective.

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.