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Monday, February 26, 2024

An executor of an estate or trust plays a pivotal role in the legal system, especially when dealing with the responsibilities and tasks related to a deceased person's property and financial matters.

Thursday, February 22, 2024

[Santa Rosa, California] — [February 22, 2024] – Bob Trent, financial advisor at Trent Wealth Management in Santa Rosa, today announced that his achievements have been recognized with inclusion in LPL Financial’s...

Monday, February 5, 2024

Tips to navigate financial uncertainty for a more secure and restful future. In an era of unprecedented change and economic volatility, the sleepless nights associated with financial concerns are becoming all too familiar.

Tuesday, January 23, 2024

Retirement is often idealized as a serene period of well-deserved rest and leisure. Yet, while the respite from a career's demands is welcome, retirees soon find that the keys to living well in this new phase are engagement and purpose.

Tuesday, January 16, 2024

Life today is expensive, and contributing to a retirement plan is more beneficial than ever. Recently, the IRS announced it was raising the contribution limit for 401(k)s to $23,000 for 2024, up from $22,500.

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Wednesday, December 27, 2023

It's a new year and the time of year when you want to make resolutions about your personal life, business life, and finances. It is the perfect time for couples to get together and set their own financial goals for the upcoming year.

Wednesday, December 20, 2023

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is...

Wednesday, November 29, 2023

As the end of the year approaches, investors need to focus on tax-related considerations, particularly regarding capital gains. Year-end tax planning can help investors manage their overall tax liability while seeking to manage investments.

Sunday, November 26, 2023

The cost of long-term care can vary widely based on location (both city and state) and level of care needed.

Monday, October 30, 2023

The vast majority of Americans need long-term care. According to the U.S. Department of Health and Human Services, 70% of people over age 65 may need some long-term care during their lives.(1)

Friday, October 20, 2023

Nurturing a community, fostering growth and making a positive impact. As a small business owner, your employees are the heart and soul of your organization. Many entrepreneurs understand the importance of a diverse, inclusive workforce.

Tuesday, October 17, 2023

The vast majority of Americans need long-term care. According to the U.S. Department of Health and Human Services, 70% of people over age 65 may need some long-term care during their lives.(1)

Monday, September 25, 2023

Be proactive and follow these steps to ensure accuracy and compliance. Tax filing season can be a stressful time for many individuals. Dealing with the IRS and ensuring compliance with tax regulations can seem daunting.

Tuesday, September 12, 2023

With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing.

Monday, August 7, 2023

Do you know the answer if your financial professional asks you what type of investor you are? While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help.

Tuesday, August 1, 2023

With proactive planning and smart strategies, its impact can be mitigated. As a retiree, one of the significant financial challenges you may encounter is inflation.

Thursday, July 13, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change.

Thursday, June 29, 2023

If recent market volatility has you questioning your opportunities for financial freedom, you are not alone.

Tuesday, June 27, 2023

With a significant portion of Americans withdrawing money from their 401(k)s when they change employers, understanding the value of 401(k) rollovers is essential to preserving a confident financial future.

Wednesday, June 7, 2023

The Federal Reserve's recent decision to raise the federal funds rate for the 10th consecutive time brings forth potential consequences for various stakeholders in the economy.

Tuesday, May 9, 2023

With the media focused on these and other related stories, you might be concerned about your own deposit accounts. The good news is that most individuals don't need to worry.

Monday, May 1, 2023

Are you unsure about whether you're on the right track with your savings and investments? It may be time to consult a financial advisor.

Monday, April 24, 2023

In the midst of inflation, war, and stock market volatility, money worries may be one of the biggest sources of stress. What might a financial professional do to help you navigate money stress?

Thursday, March 30, 2023

SECURE 2.0 includes significant changes to the rules that apply to required minimum distributions from IRAs and employer retirement plans. Here's what you need to know

Sunday, March 26, 2023

With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings.

Sunday, March 12, 2023

It's Women's History Month, a time to celebrate the contributions of women. Here are ten strategies for women to utilize to help take care of themselves and prepare for retirement.

Monday, January 23, 2023

A focus on estate planning can help caregivers determine the next steps for those they look after, and provide better peace of mind. Here are a few reasons to consider one.

Monday, January 23, 2023

Financial wellness is essential to being financially secure and meeting your goals. Here are ten tips to help you develop financial wellness this year.

Monday, January 16, 2023

Here are some key numbers at a glance for your 2023 taxes.

Monday, January 2, 2023

Do you want to get on top of your finances this year? Are you looking for ways to improve your fiscal health? Here are 12 financial resolutions to consider.

Monday, December 19, 2022

At the end of the year it is necessary to review the last 12 months, and plan for the future. Consider breaking up the responsibilities over twelve days, focusing on one each day, and ensuring it gets a comprehensive review.

Tuesday, December 6, 2022

In 2023, we look to equity markets to find balance between key macroeconomic factors—inflation, interest rates, and Fed policy—and business fundamentals. Our economic and market forecasts for 2023 can help us navigate the year ahead.

Monday, November 14, 2022

If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. You can make an impact while receiving tax benefits by including philanthropic giving as part of a holistic...

Tuesday, November 1, 2022

What are appropriate checklists for year-end tax planning?Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different...

Monday, October 17, 2022

Your retirement is the reward after years of hard work and saving. You might dream of traveling, want to invest in a vacation home, or want to take up a new hobby. For an enjoyable retirement, saving is critical. Take charge of your...

Tuesday, October 11, 2022

Today, many people find themselves bombarded by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better now...

Friday, September 16, 2022

Small businesses face many problems related to their size, capital, and capability, and for women-owned small businesses, the challenge is sometimes even greater. The good news is there are many professional organizations out there...

Wednesday, August 31, 2022

The uncertainty of today's economy, rising interest rates, and market volatility may have you concerned about your 529 plan's performance over the past months. If your child or grandchild has an upcoming tuition bill soon, now may be...

Saturday, August 6, 2022

Economies and markets are cyclical. They may include periods of wealth creation and times of bursting bubbles that bankrupt companies in a major downturn."Boom and bust" cycles may last anywhere from a few months to a few years or...

Monday, August 1, 2022

Women own nearly 20% of the businesses that employ people in the United States, and countless more women run their businesses without employees. There are over one million women-owned firms. They employ over 10 million people and...

Wednesday, July 27, 2022

When it comes to planning for retirement, it's easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life, what with changing regulations, ups and downs in the market, and disagreements...

Wednesday, July 13, 2022

Women play a central role in establishing and preserving family wealth -- whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their...

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Wednesday, June 15, 2022

Many investors still adhere to the old adage—"sell in May and go away"—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk...

Thursday, June 2, 2022

Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. A 2018 study from Harvard University’s Kennedy School of Government found that ESG investing now accounts for nearly $30 trillion, which...

Thursday, May 19, 2022

The first challenge when facing a bear market is recognizing itEvery investor knows that his or her portfolio is at least partially at the mercy of the market itself, with overall market conditions playing a huge role in general gains...

Thursday, May 19, 2022

Market timing is a “strategy” of deciding when to buy and sell stocks by attempting to predict which way and when stocks will move. Let’s look at an example and the data to determine why market timing is unwise.Timing...

Wednesday, May 11, 2022

The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer getting the attention they deserve. Whether you are feeling your motivation waning or feel like the goal is too far...

Thursday, April 21, 2022

Two years into the pandemic, it may feel like you entered a time warp for some. And from shutdown-related expenses to changes to your employment situation or workload, it can be tougher than ever to try to navigate your financial life....

Tuesday, April 19, 2022

Preparing for retirement may be an exciting and stressful time. While the idea of leaving the workforce and enjoying more leisure time may be appealing, the prospect of no longer receiving a regular paycheck might be intimidating for...

Monday, April 4, 2022

April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to learn something new, it may be worth the effort to brush up on some...

Tuesday, February 15, 2022

During Dec. 2021, many of those with federal student loans were preparing to resume payments in Jan. 2022 after a nearly two-year hiatus. On Dec. 22, President Biden provided a much-anticipated reprieve, extending the pause on student...

Friday, February 11, 2022

Advice from the Social Security Administration can guide your decisionOne of the most vexing questions for anyone planning for retirement is: “What’s a suitable age to start receiving Social Security benefits?”...

Wednesday, February 9, 2022

Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to...

Tuesday, February 8, 2022

All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful.The most important decision you can make is to take action and get started now. The...

Tuesday, February 1, 2022

Whether you're single, paired, or somewhere in between, Valentine's Day may present the perfect opportunity to show your bank account some love. Below are four tips and tricks to set you on the path toward becoming your own financial...

Tuesday, January 25, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Tuesday, January 11, 2022

The New Year is the time to make resolutions, and for those who are retired, those resolutions may look a little different than they did in past years. Whether you are looking to improve your health, or your finances, below are a few...

Tuesday, January 4, 2022

Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you're feeling, the larger your financial hurdles may seem, and the more you may...

Monday, December 6, 2021

Spend as much time fixing your mistakes as you do planning the holidaysYou probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your...

Tuesday, November 30, 2021

Personal finance is an important area of knowledge—but it's not always taught in schools. It may be tough to master when you haven't had much guidance prior to adulthood. You may be able to improve your financial literacy and...

Tuesday, November 23, 2021

Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time to seek advice from a financial...