A Midyear Review with Kimberly DeProspero, CFP® and Hank Cleare, CFP®
Posted by Financial Strategies Group in Blog Posts, Economic UpdateContinue reading more in LPL’s 2023 Midyear Outlook
Blog Posts
Mind Over Matter: Some Thoughts on the US Debt Ceiling
Posted by Financial Strategies Group in Blog PostsThe debt ceiling, or limit, reflects the amount of money the United States (US) Congress has authorized the government to borrow and Congress can authorize increases when the government nears or reaches the existing limit. The US effectively reached the debt limit in January, triggering…
Understanding FDIC Insurance
Posted by Financial Strategies Group in Blog Posts, Economic Update, Giving More, InvestingGiven the media surrounding the SVB collapse, it’s natural to wonder how protected your money actually is within a bank. It’s important to be aware of your rights and how these institutions can keep your money safe. There are several organizations that have been set…
Meet the Professionals- Tax Season 2022/2023 with Kimberly DeProspero, CFP®, and Elliott Starman
Posted by Financial Strategies Group in Blog PostsJoin Kimberly DeProspero, CFP®, and Elliott Starman, Tax Managing Director at BDO, as they dive into some of the details you should be aware of as we continue preparing for this year’s tax season. Financial Strategies Group and LPL Financial do not provide tax advice…
The Housing Outlook for 2023
Posted by Financial Strategies Group in Blog Posts, Economic UpdateThe housing sector was a huge and early beneficiary of the super-loose monetary policy of 2020-21. But, once the Fed started tightening, housing took the lead downward, as well. This isn’t a repeat of the 2006-11 housing bust, but it will drag on. Don’t expect…
Client Highlight: My Retirement Is Just As Busy As When I Was A Consultant- Bill Price
Posted by Financial Strategies Group in Blog Posts, Financial Planning, Giving More, Retirement“My Retirement is just as busy as when I was a consultant”- Bill Price The best part of our job is watching our clients create the life they worked so hard to achieve. We recently had the pleasure of speaking with our client Bill Price…
November Letter to Clients: Long-Term Care and Your Options
Posted by Financial Strategies Group in Blog Posts, Long Term Care PlanningLong-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for granted, according to the Administration for Community Living, a division of the U.S. Dept….
Zelle Payment Fraud on the Rise: What You Must Know
Posted by Financial Strategies Group in Blog Posts, Cyber SecurityPeer-to-peer payment apps have made splitting dinner among friends quick and easy. With a few clicks, you send money from your bank account to a friend’s bank account all from the dinner table. However, with the ease that new technology brings, scams typically follow. Zelle,…
How Much do Retirees Spend on Healthcare Costs?
Posted by Financial Strategies Group in Blog PostsOne source of financial risk that older Americans face is high health care expenses. Although the largest share of these expenses is due to predictable insur- ance premiums, retirees can pay sizable additional out-of-pocket costs as well.1 Medicare and Medicaid help reduce this risk, but…
Market Update │ August 4th, 2022 │ Big Week for Market Watchers
Posted by Financial Strategies Group in Blog Posts, Economic UpdateLast week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with a Schumer-Manchin agreement on…