Estate Strategies for Second Marriages and Blended Families
SECURE 2.0 is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in 2019. The sweeping legislation has dozens of significant provisions; here are the major provisions of the new law.
Employer-issued stocks can be one attractive benefit an employer can offer. But while it has its benefits, it's natural to wonder what happens if you leave that job.
The most powerful benefit of a Roth custodial IRA may be the potential for personal growth for a child or teenager. Getting an early taste of working life, in addition to learning about money and the power of saving, can be invaluable.
Being able to replace working income with income generated from retirement savings is the essential definition of retirement readiness.
Practicing mindfulness with your money can help you boost your financial wellness.
While the current inflationary environment presents a host of retirement plan challenges for both employers and employees, tackling the trend with prudent and sensible solutions remains the best course of action.
What specific areas of impact are you hoping to make with your investments? Are you focused on sustainability, social justice, your religion, or another area? Deciding what you’re looking to accomplish can help narrow your focus.
Diversification is an investment principle designed to manage risk. The concept of diversification is critical to understand when you are evaluating a portfolio.
Some people retire with no particular goals at all. In retirement, time is really your most valuable asset. With more free time and opportunity for reflection, you might find your old dreams giving way to new ones.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba AssuredPartners Financial Advisors, an SEC registered investment advisor. AssuredPartners Financial Advisors and LPL Financial are separate non-affiliated entities.
GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.