Complimentary E-Books

In This Issue:

• Leaving a Lasting Legacy
• A Springtime Checklist for Money and Home
• Harvest at Home
• Engaging Local History

In This Issue:

• Retire Well or Save for College?
• Monumental Impact: Women, Money, and a Global Pandemic
• All About Apples
• Autumnal Oddities 

This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation. 

In This Issue:

• Bear vs. Bull: What's the Difference?
  
• Investing for Impact: Make a Difference While Pursuing Your Goals
  
• Halloween: Yesterday and Today
• The Spice of Life: A Brief History of Pumpkin Spice

Many pre-retirees struggle to balance living a life they love in the present while also saving for the future. This eBook outlines the top three expenditures that typically impact their ability to plan ahead: their home, vehicle, and travel. 

In the United States, small business owners often have complicated financial lives that may require professional support. A common obstacle financial professionals can help small business owners overcome is the belief that one’s company is the only retirement vehicle necessary.

LPL Research’s Midyear Outlook 2020 provides our updated views of the pillars for investing—the economy, bonds, and stocks. As the headlines change daily, look to these pillars, or trail markers, and the Midyear Outlook 2020 to help provide perspective on facing these challenges now and preparing to move forward together.

This E-Book covers:

• Information that can help save thousands in taxes and fees
• Tips for speeding up retirement preparations
• Critical mistakes to avoid

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities.

Filing your taxes can be a complex responsibility, and accidental errors can be easy to make.

By being diligent, carefully strategizing, and keeping tight records, we can help improve your ability to file taxes without mistakes.

Parents and guardians of children with special needs have both immediate and long-term financial issues to consider for their children, and every child has a unique set of circumstances to attend to when crafting a financial strategy.

We created this e-book to support parents and guardians of children with special needs to prepare for their children’s futures.

In your investing lifetime, you will live through several periods of market volatility. These periods may cause you to second-guess your investment strategy or even consider a different approach to managing your money.

Certainly, the level of volatility we’ve seen during the COVID-19 (novel coronavirus) pandemic is rare.

Click below to download the full e-book.

Today's retirees are living longer and experiencing retirement in new ways. They’re traveling the world, learning new skills, and redefining the retirement community.

Sound expensive? It can be.

This e-book takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt.

Click below to read the full guide.

In this e-book, we’ll explore ways you could be affected by the 2019 changes to the tax law. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.