FOCUS 2019
August 29, 2019
This year, AJ attended the “LPL Financial Focus” Conference in beautiful San Diego. Focus is LPL Financial’s annual education, growth and networking event for advisors
Category: Retirement Planning
I’m Changing Jobs. What Should I Do With the Money in My Plan?
August 21, 2019
Changing jobs is an important decision — one that many of us are making more often. Once you’ve decided to switch jobs, your next move
Volunteer Vacations
July 10, 2019
They could be among the most memorable journeys you take. Travel with a difference: the essence of the volunteer vacation. You take the trip, you
Marriage and Money: Finding a Happy Balance
June 27, 2019
Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related
Children and Wealth: Important Lessons Start Early in Life
June 7, 2019
Wealth can be a mixed blessing — one that creates great opportunity as well as weighty responsibility — especially for children. As a parent, grandparent,
Avoid These Financial Traps
May 24, 2019
Money. It’s hard to get and easy to lose. It doesn’t take long for the wealth you’ve accumulated to disappear if you don’t manage your
4 Tips for Social Investment
March 7, 2019
Social investment is growing in popularity, and with good reason. It allows investors to support the causes that are most important to them while building
3 Easy Ways Women Can Feel More Confident in Their Investments
January 26, 2019
Despite findings that suggest women may have an edge when it comes to investing success, other data indicates that a generational lack of confidence continues
Top Tax Reform Changes that Will Impact Your 2018 Return
January 25, 2019
Big tax changes arrived in 2018 courtesy of the Tax Cuts and Jobs Act (TCJA) of 2017. When you go to file your 2018 tax
Planning for the Future: Defining Your Financial Goals
November 1, 2018
A smart way to work towards long term financial stability is by developing a thorough plan that includes precise financial goals. But while this may