LPL Research is excited to present Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with investment insights and market guidance for the year ahead. LPL Research believes the following three themes will be key to the markets: Sustaining growth via fiscal policy. We expect the ongoing impact of fiscal stimulus will be
Read MoreClaiming benefits when you are younger than your full retirement age can mean missing out on hundreds of dollars per month. Many Americans rely on Social Security as a significant source of income in retirement. However, not everyone understands the rules surrounding these benefits. As a result, they may claim their benefits at a time
Read MoreBy Allison Pearson Take Control of Your Financial Future and Overcome Gender-Based Challenges Imagine how much easier it would be to manage your finances if change were not an ever-present dynamic. Of course, change is a fact of life – and life would be pretty boring without it! But change can certainly make long-term financial management
Read MoreBeacon Wealth Advisors, LLC Press Release: Joe Walsh joins BWA LLC July 22, 2016 We would like to extend a warm welcome to Joe Walsh. Joe is joining Beacon Wealth Advisors as a Partner and Financial Advisor. Joe brings over 25 years of industry experience with him to Beacon Wealth. Prior to joining our team
Read MoreDear Clients, Last week we received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European Union (EU), which had led to significant volatility in the global markets. In situations like these, it becomes more important than ever to remain calm, harness our emotions, and stay committed to our long-term plans.
Read MoreAmericans are living longer, working longer and retiring later. Unfortunately, some of us haven’t saved much. “The average working household has virtually no retirement savings,” says the National Institute on Retirement Security. You might need Social Security to stay afloat in old age. That means the decision about when to claim your benefits is a
Read MoreREASONS TO SAVE: Median Costs are Rising* HOW TO PAY: Plan Ahead to Lessen the Negative Impact* It’s never too early to start planning for your tomorrow, today. Contact your financial advisor to help you prepare. Sources: *Genworth Cost of Care Survey 2014 ** AARP Analysis of Census Data The opinions
Read MoreDying intestate (will-less) leaves your heirs with a potential mess. And yet, 61% of Americans die without one, says a recent Harris Interactive poll for RocketLawyer, a legal website. In fact, 28% of us would rather do anything than make a will. Without a will, a probate court decides where your property goes; it can
Read MoreFive years before they retire, older workers start focusing seriously on the big changes ahead, says Emily Guy Birkin, in her book, The 5 Years Before You Retire: Retirement Planning When You Need It the Most. In those last few years, you can get a lot done. Here is a countdown of some of
Read MoreHere are four strategies couples can use to help increase their combined Social Security income. These approaches were written into Social Security law to encourage retirees to delay taking benefits, reducing costs for the Social Security trust fund. To use them, you must both be at “full retirement age” (eligible for 100% of your Social Security benefits)
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