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Health savings accounts (HSAs) offer tax savings for account holders—contributions are tax-free going in, tax-free coming out (with some exceptions, discussed below), and investment gains are tax-free as well. For high net-worth individuals, as...

The first presidential debate is tonight, September 29, with millions of people expected to tune in to see how each candidate handles the pressure. With tensions heightened amid an election that may be much closer than the polls currently...

Now that you have decided that Medicare Advantage is an option worth exploring, you may be wondering what the next steps are to signing up. While the steps for signing up are simple, there are a few key points to remember during the enrollment...

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. Do you have a will and powers of attorney for health...

This Sunday, Warren Buffett turns 90 years young. “What can we say about one of the greatest investment minds that hasn’t already been said?” asked LPL Financial Chief Market Strategist Ryan Detrick. “We don’t think we can say anything new, so...

As the COVID-related economic weakness that characterized the first half of the year subsides, growth has begun to return as trillions in fiscal stimulus have helped to stabilize consumer spending. Against a backdrop of improving labor market...

Do you have a will, investing in education or building a Freedom Fund? Amid the heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your to-do list? It seems like...

Open enrollment season is one of the shortest—in most cases, employees have only a few weeks to research their options and make a decision on things like their 401(k) contributions, health and dental insurance, disability coverage, and...

Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs may then...

Economic Blog The 10-year Treasury yield is historically low, so low that it could climb a full 1% before the end of the year and still be the lowest year-end yield on record, with room to spare. Historically low rates come with a genuine...