Category Archives: Blog

18 Dec

Outlook 2019

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

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18 Dec

Women & Investing

By 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

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26 Jul

Joe Walsh Joins BWA LLC

Beacon 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

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27 Jun

Uncertainty and Market Volatility Return : Brexit Update

Dear 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.

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09 Aug

When Should I Start My Social Security Retirement Checks?

Americans 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

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09 Aug

Start Saving for Long-term Healthcare

REASONS 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

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09 Aug

Nine Essential Estate-Planning Documents

Dying 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

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08 Aug

A Five-Year Countdown to Retirement

  Five 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

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08 Aug

4 Strategies for Boosting Your Social Security and Spousal Benefits

Here 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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