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Blog

Aaron Stevens | Jun 28, 2022

Securing Your Future with Life Cycle Planning

The need for regular saving and investing spans many life stages. Through the years, your goals will change and your strategies will shift, but don’t be alarmed

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Aaron Stevens | Jun 28, 2022

6 Ways to Minimize Your Tax Liability Throughout the Year

You don't need to wait until the end of the year to look for ways to minimize your tax liability. Tax planning should take place throughout the year to have you

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Aaron Stevens | Jun 28, 2022

5 Financial Facts About the Sandwich Generation

The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child)

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Aaron Stevens | Jun 28, 2022

Financial Freedom vs. Financial Independence: Key Differences and How to Work Towards Both

Financial Review

Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way

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Aaron Stevens | May 25, 2022

6 Tips for Small Business Owners to Promote Workplace Wellness

Small Business Owners
Workplace Wellness
Work is stressful at times, and anxiety and stress among your employees may lead to performance issues and an overall lower productivity rate. By promoting
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Aaron Stevens | May 25, 2022

Everyone Is Working From Home—Here’s How to Do It Effectively

Working From Home Effectively
Our homes are supposed to be an escape from reality. A safe place we can go to unwind from the stresses of the day, be that from work or from life as a whole
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Aaron Stevens | May 25, 2022

Charitable Gifting

Charitable Gifting
A gift to charity is simply a gratuitous transfer of property to a charitable organization. The key is that your gift must be some kind of property--your time
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Aaron Stevens | May 25, 2022

The Road Home: A Homebuyer's Guide to Financial Planning

Financial Planning
Homebuyers Guide
If you're getting ready to buy a home, there are a few key steps you can take to prepare your finances for this major lifestyle shift. Here we discuss three
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Aaron Stevens | May 25, 2022

Tempted to Borrow From Your Home's Equity? Here's What You Need to Know

Home Equity
Did you know that the average mortgage holder has $185,000 home equity? This past year’s record-setting housing prices have dramatically increased the amount of
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Aaron Stevens | May 10, 2022

Will Rising Mortgage Rates Slow Down Housing?

The housing market has been frustrating for buyers and a boon for sellers, but there are signs that those frustrations might be easing – depending on where you

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Aaron Stevens | Apr 26, 2022

Estate Planning Key Numbers

Estate Planning

Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2021 and 2022.

 

 

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Aaron Stevens | Apr 26, 2022

7 Ways to Show Your Gratitude During Military Appreciation Month

May is Military Appreciation Month and the perfect time to express your gratitude to military members for their service. Whether you come from a military family

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

LPL Financial Form CRS

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