8 Ways to Reduce Taxable Income in 2025
Business owners, high earners, and retirees: don’t miss the opportunity to reduce your 2025 taxable income and other financial strategies before the end of the year.
Year-End Tax Planning 2025
The most significant tax overhaul since 2017 creates unprecedented opportunities—but only for those who act before December 31, 2025.
Making Your Money Work for You Through Giving Strategies
The IRS allows lifetime tax exemptions on gifts and estates, up to a limit adjusted periodically to combat inflation. These exclusions enable people to preserve their wealth, and to pass it down to their heirs with as minimal a tax burden as possible. However, some strategies could potentially be employed to make essential decisions that […]
Traditional vs. Roth: IRA Preference Differs by Generation
For investors who expect to be in a higher tax bracket in retirement, a Roth may be more beneficial in the long run — which is why they tend to appeal to younger generations.
America’s Great Wealth Transfer is Coming. Here’s What Heirs Really Think
Gen X and Millennials are set to inherit a staggering $124 trillion in assets over the next 23 years in what many call America’s Great Wealth Transfer.
12 Critical Insights About Social Security’s Survivor Benefit
Learn how Social Security survivor benefits work, eligibility rules, and key steps to maximize support after a spouse’s passing.
When Life Changes, Your Estate Plan Should Too
Understanding when and why to review your estate plan can mean the difference between your wishes being honored and your family facing unnecessary complications during an already difficult time.
Eight Things to Know About Government Shutdowns
LPL Research discusses government shutdowns and what matters to investors.
Smart Tax Moves If You Have Multiple Income Streams in 2025
More income streams mean more options, but also more tax complexity. Here’s how to set yourself up for success.
Ten Ways to Tidy Up Your Finances This Fall: A Comprehensive Checklist
As the leaves begin to fall and the year winds down, autumn offers more than pumpkin spice and cozy sweaters. It’s also a good time to clean up your finances. Just like spring cleaning helps freshen your home, fall financial cleaning helps clear out clutter, tighten your budget, and prepare for year-end spending. Here’s your […]