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Blog

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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Aaron Stevens | Apr 26, 2022

4 Costly 529 Plan Mistakes To Avoid

College

With the average cost of tuition and fees at private colleges exceeding $43,750 in 2021-22—while out-of-state public college students are paying nearly $30,000

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Aaron Stevens | Apr 26, 2022

The Benefits of a 55 Plus Community

Retirement

As we age it can become difficult to manage an entire household—especially one with a lot of yard space or multiple floors. In some cases, it makes sense to

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Aaron Stevens | Mar 31, 2022

3 Estate Planning Tips for Small-Business Owners

Small Business Owners
Estate Planning
Tips
For business owners, estate planning may seem like another task to do on a long to-do list. Having a solid estate and succession plan in place may be crucial to
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Aaron Stevens | Mar 31, 2022

Why Retirees Should Devote Time to Community Service

Retirement
Community Service
After retirement, you may find you have more time on your hands than you first anticipated. If you are looking for something to fill your downtime that may be
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Aaron Stevens | Mar 31, 2022

10 Ways to Use Your Tax Refund

Taxes
Tax Refund
As we approach tax day 2022, 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
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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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