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Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

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.