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Blog

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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Aaron Stevens | Mar 31, 2022

Health Is Wealth: How Improving Your Physical Health May Benefit Your Finances

Finances
Physical Health
Researchers found that those with more severe debt may be more likely to have physical and mental health issues, although causality is a challenge to establish
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Aaron Stevens | Feb 24, 2022

Working During Retirement

Retirement
Working
Social Security
Pension
Health Benefits
Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time
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Aaron Stevens | Feb 24, 2022

4 Things Every College Student Should Know About Credit

College Student
Credit Card
Credit
The average college student graduates with around $30,000 in student loan debt. While this isn't an insurmountable amount of debt for a degree that may boost
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Aaron Stevens | Feb 24, 2022

How to Spring Clean Your Finances with a Financial Review

Financial Review
Taxes
Monthly Expenses
Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances
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Aaron Stevens | Feb 24, 2022

Credit Education Month: 4 Ways to Boost Your Credit IQ

Credit Score
Education
Financial Professional
March is National Credit Education Month in the U.S., which makes it the perfect opportunity to brush up on your credit basics.1 Whether you're a credit novice
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Aaron Stevens | Feb 24, 2022

When You Apply for Insurance, Your Credit History Counts

Credit History
Insurance
Did you know that insurance companies typically consider your credit history, whether positive or negative, when you apply for auto or homeowners insurance?
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Aaron Stevens | Jan 25, 2022

Achieving Life’s Goals with Cash Flow Alternatives

Developing effective strategies for pursuing your goals within the limits of your particular financial circumstances can be difficult. Each stage of your life

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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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