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Preserving Family Wealth: Coordinating Tax, Estate Planning, and Investment Decisions
Building a sizeable estate is monumental; however, maintaining that wealth across generations can be equally challenging. For those with a complex household and various financial interests, working toward a legacy requires a plan to...
Read MoreTax Strategies for Capital Gains and Losses
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
Read More5 Essential Tax Planning Questions to Ask Your Financial Professional Before December 3
There are a number of different tax planning moves you can make before December 31 to reduce your owed taxes. But how can you know which ones are available to you? Here are five year-end tax planning questions you may want to ask your finan
Read MoreWealth, Success, and Mental Health: Finding the Balance Between Wealthy and Healthy
April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net-worth investors, which is mental health. For anyone who is used to managing substantial wealth, the pr
Read MoreTop Five Year-End Planning Moves to Consider
As the end of the year approaches, it's an opportune time to review your financial status and make strategic decisions that can impact your financial well-being in the coming year. Implementing certain financial moves before the year ends c
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2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks
Markets in 2026 continue to be shaped less by traditional fundamentals and more by policy, geopolitics, and structural change. From Federal Reserve leadership transitions to upcoming U.S. midterm elections, policy decisions are influencing
Read MoreCaught in the Middle: Sandwich Generation Stress and the Importance of Social Wellness
The "Sandwich Generation" wakes up every morning with a lot on their plates. They not only have to provide support for themselves and their own children but also help to take care of aging parents. For many, this is both physically and ment
Read MoreThe Healthy, Wealthy, and Wise: How Exercising During Retirement Can Pay Off
More often than not, retirees have retirement concerns that focus on their goals and whether or not they have the finances to work towards those goals. Since finances and other important matters tend to occupy the mind during retirement yea
Read MoreWhy You Need a Summer Emergency Fund
Summer is the season of fun and relaxation, but it can also be a time of unexpected expenses. From last-minute vacations to sudden home repairs, these months can often put a strain on your finances. That’s why it’s important to build...
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Strategic Tax Planning for High Earners: Essential Insights to Preserve and Manage Wealth
Wealthy individuals often face a complex financial landscape characterized by diverse investments and sophisticated financial concerns. They require comprehensive financial planning to preserve and manage their wealth.
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10 Ways to Use Your Tax Refund
As we approach tax day, you may be expecting to receive a tax refund. While you may have a temptation to spend your tax return, other options may be more beneficial to your financial situation. Your tax refund is for overpayment of...
Read MoreLPL 2026 Outlook
As we move into 2026, investors should anticipate a continuation of many of the key themes that defined 2025.
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