For the 2024 tax year (the returns you’re filing in 2025), the IRS has introduced a mix of inflation adjustments and other rule changes that may affect your tax filing. Here are seven updates to be aware of while working on your 2024 return. 1….
We want to keep you informed about important changes to Social Security benefits that may impact you or someone you know. On January 5, 2025, President Joe Biden signed the Social Security Fairness Act into law, bringing significant changes to the way Social Security benefits…
Happy New Year! As we welcome 2025, we wanted to take a moment to reflect on the past year and share our gratitude for the trust you place in us as we help guide your financial journey. 2024 was a year of growth and learning…
Last week, I had the opportunity to visit our nation’s capital for LPL Financial’s Achieve conference in Washington, D.C. Achieve is an exclusive, invitation-only women’s leadership conference designed for top LPL women financial advisors. During the event, I had the privilege of visiting Capitol Hill…
As we recognize Long Term Care Awareness Month, it’s an ideal time to reflect on how we can prepare for the future in a way that ensures comfort, stability, and security—both for ourselves and our loved ones. While the subject of long-term care can feel…
A letter from Kim, As many of you know, October is Breast Cancer Awareness Month- Many of us have been touched by cancer in some way, whether personally or through a loved one, and it’s a reminder of how precious and fragile our health can…
As the election season approaches, many individuals are wondering how the outcome might influence the financial markets. Here’s what you need to know to navigate these uncertain waters and make informed decisions for your portfolio. 1. Market Volatility and Uncertainty Elections often bring uncertainty, which…
LPL Research recently unveiled Midyear Outlook 2024: Still Waiting for the Turn, the semi-annual report that recaps where markets and the economy have been over the first half of 2024. As we reach the halfway point of 2024, a sense of persistence defines the economic and…
We are thrilled to share our recent Meet the Professional’s Q&A session.
Discussing the Crucial Role of a Trusted Decision Maker As our population ages, the importance of elder care becomes increasingly evident. It’s a stage of life that requires careful attention, compassion, and often, significant decision-making. However, there may come a time when individuals are no…