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Stay informed about your financial health

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Financial Planning Resolutions for 2026

The start of a new year is a natural time to reflect, reset, and set goals, not just for your personal life, but for your financial goals as well. New Year’s resolutions should go beyond saving more or spending less. They should also focus on strategic planning,...

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Essential Estate Planning Steps Every Family Should Take

Estate planning is one of the most important and often overlooked components of a comprehensive financial strategy. For many families, especially those with significant assets, the goal isn’t just to transfer wealth; it’s to protect loved ones, preserve intentions,...

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2026 Outlook: The Policy Engine

Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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