Financial Planning
Strategies & Resources

Financial Planning Hub

The latest information and resources for Financial Planning.

The Basics of Investing

This brochure is intended to get you to take action with your financial future through investing. The confidence and sense of empowerment that comes with having a formal investment strategy for your financial goals can be very powerful.

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Budgeting

The Basics of Budgeting

For many people, the idea of budgeting can be challenging. Developing a budget can do more than track your spending and savings. It can help you work toward your financial goals.
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Financial Planning

The Benefits of Financial Planning

Financial planning pulls together all your finances, and organizes them to help make management easy and effective. The more you understand and better manage your wealth, the more prepared you are for your goals and dreams.

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Social Security

The Basics of Social Security

When you think about Social Security, what comes to mind? Do you worry if it will still be around for you when you retire? Do you wonder how much you can expect to receive each month? Are you aware of when you can start taking your benefit, or what you can do to maximize it?
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The Basics to Managing Debt - Personal Finance - LPL Financial, Office of James Rockwell & Zach Carothers

Debt Management

The Basics of Managing Debt

How do you determine if it's okay to take on debt for a purchase? Check out this article to help guide you through your decision making process.

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Education Planning

The Basics of College Savings Planning

If you’re planning on your children getting a college degree, there are several things to think about. Where to go, what to study — and how to pay for it — are all likely top of mind.

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Financial Planning

Aim For Your Best Financial Life With A Plan

There’s no better time to start pursuing your financial goals than right now. The earlier you start, the more time you have to work toward them. It’s easier to manage your money and make progress toward your goals when you have a strategy.

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Estate Planning

Planning For Your Estate Taxes, Now And Later

You may be surprised to learn that there are several ways you could end up paying unnecessary taxes after your death. Strictly speaking, you won’t be the one paying. But your estate will, and that could mean your heirs won’t receive the amounts you intend. Like most people, you probably would like to pay the taxes you owe — nothing more.

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Financial Planning

The Importance Of Having A Financial Plan

Financial Planning is simply a better approach to get qualified financial advice. The process involves a holistic view at your finances, including a full understanding of your values, financial objectives and main concerns, that will guide financial recommendations.

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Tax Planning

Annual Tax Planning Reminders

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Estate Planning

Solving Problems Before They Happen

An estate plan isn’t just for the wealthy. That’s because your estate is anything you own that will be passed down, paid off, or otherwise disposed of upon your death. An estate plan is made up of the official documents that legally ensure your wishes are carried out.

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Estate Planning

Creating An Estate Plan – A Quick Guide

Estate planning is a key component of a comprehensive financial plan. It’s the process of designating who will receive your assets after your death in the most tax-efficient and seamless way possible. It also involves determining who will handle your responsibilities if you become incapacitated.

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Medicare

Medicare - Parts A, B, C, And D

With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs.

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