1040 RS

10 early tax filing tips to save time and money

February 2nd, 2012 Jeff Johnson

Tax season has arrived. Although April 17*, this year’s tax return filing deadline, may seem like a long time from now, it’s not too early to get started. You can easily cut down the number of hours you spend preparing your taxes by starting early and tackling your taxes in bite-size chunks. Here are 10 […]

Save a little over long time RS

Saving – a little goes a long way

January 20th, 2012 Adam McLaughlin

Finding ways to save can be a challenge – especially in today’s economic climate.  While all of us have good intentions, it can often seem like there’s little left after paying the bills, mortgage and other obligations. But the important thing to remember is that saving a little over time can really add up. Whether […]

Managing holiday debt RS

5 tips for managing holiday debt

January 9th, 2012 Mike Finlayson

With another holiday season in the books, many people end up with more debt than they would like. January is a good time to think about ways to manage debt and make resolutions to achieve financial stability. We’ve pulled together 5 tips to help you get started: Assess your debt. The first step is to […]

529 plan RS

College prep – have you studied up on 529 plans?

January 2nd, 2012 madmin

This material was prepared for John Evans, LPL Financial Advisor, use. Millions of families turn to 529 college savings plans to strive to meet the mounting costs of college. For most investors, the plans’ main attractions are the potential for federal tax-deferred earnings growth and federal tax-free qualified withdrawals.1 The plans’ aggregate asset limits, which […]

compound interest RS

Take advantage of the power of compound interest

December 26th, 2011 Emily Schmidt

You’ve probably heard it before: “It’s never too early to start saving for retirement.”  In the back of your mind you know it’s important to save for the future, yet it probably seems counterintuitive to start saving for retirement at the beginning of your career. Maybe you are waiting another year or two, for your […]

retirement strategy RS

Are you factoring inflation into your retirement goals?

December 16th, 2011 madmin

This material was prepared for Dick Ockerlander, LPL Financial Advisor, use. Your retirement plan is designed to help you meet two important objectives – beating inflation and pursuing your retirement savings goals. The challenge is finding the right mix to strive for both. Why worry about inflation? Technically defined, inflation is the rising cost of […]

What are bonds RS

Getting to know bonds – what are they and how do they work?

December 9th, 2011 madmin

This material was prepared for Tony Lyon, LPL Financial Advisor, use. Many investors own bonds or debt-based investments as a strategy for balancing the short-term market risk historically associated with stocks.1 It’s important to understand the characteristics of bonds when making decisions about how to invest. A bond is essentially an “IOU” for money loaned […]

estate planning RS

6 things you should know about estate planning

December 2nd, 2011 Bob Ross

Putting together an estate plan isn’t the most pleasant of tasks. After all, by doing so you’re acknowledging your own eventual demise. In fact, deciding what happens to your assets when you die is often avoided or passed over. According to an AARP survey, three out of five Americans over the age of 50 have […]

Smarter  holiday shopper RS

7 tips to manage your holiday spending

November 28th, 2011 Mary Schmidt

The holiday shopping season doesn’t have to leave a permanent mark on your bank account. Kick off the holiday season with some of our tips on how to effectively manage your money while spreading holiday cheer. 1. Estimate holiday expenses and set a budget. Make a list of everyone you have to purchase gifts for, […]

Smarter holiday shopping RS

Are you a smart holiday shopper?

November 21st, 2011 Cindy Mays

Black Friday and Cyber Monday are just around the corner and the hustle and bustle of the holiday shopping season will soon be upon us! Shoppers can make the most of their time — and money — by following a few simple guidelines to avoid problems with holiday purchases. If you’re shopping online, order from […]

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