Over and over again we hear how important it is to roll over an old 401k. Less often we hear the why. Does it make a difference if you leave your money with your old employer or not? There are arguments for and against. Below are three reasons we think it makes sense to take …
Category Archives: June 2010
I am a Tracker, Are You?
Recently I was discussing with some friends the need to track things. I track my exercise, the food I eat (trying to lose some weight), movies watched and books read. This is in addition to financial tracking. Needless to say, they think that I am a bit over the top. But if you are a …
Declutter, Donate and Deduct
December is a great time for sorting through your items for donation before new gifts come in the door. However, ensure that your items are in “good used condition” as specified by the IRS.
What’s in that Fine Print?
Once again we are all noticing the return of the credit card offer. For consumers there is some good news that accompanies this push for credit – The Credit Card Accountability, Responsibility and Disclosure Act or CARD Act passed in 2009. The Act is designed to give a measure of protection to credit card holders …
Textbook September as Economy Passes Test
Textbook September as Economy Passes Test
July 20th: Market Insight
July 20th: Market Insight Newsletter
Financial Planning Magazine: We’ve Arrived
Financial Planning Magazine: Financial Planning magazine featured LPL Financial in a cover story for its November 2009 issue.
June 14th Market Commentary
LPL Financial Research: Weekly Economic Commentary
June 14, 2010 Market Commentary
