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Blog

Aaron Stevens | Dec 21, 2021

How to Create the Best Personal Finance Spreadsheet

Financial Review

 

Creating budgets isn’t always the most fun activity, but it can be easy to budget if you take the time to make a template that works for your needs. There

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Aaron Stevens | Dec 21, 2021

Five New Year's Resolutions for Those Nearing Retirement

Brand Awareness

Getting ready for retirement is both exciting and daunting. While you are likely looking forward to the enjoyment and relaxation that retirement may bring, you

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Aaron Stevens | Dec 21, 2021

New Year’s Food from Around the World

Brand Awareness

 

The New Year is a time for celebrating with friends and family, making resolutions for the months to come, and, of course, plenty of eating. From Asia to

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Aaron Stevens | Nov 23, 2021

The 5 Best Places to Ring in the New Year

Brand Awareness

You know about the famous ball drop in Times Square and the firework spectacle over the Sydney Opera House, but don’t forget about these other stand-out places

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Aaron Stevens | Nov 23, 2021

Employer Open Enrollment: Make Benefit Choices That Work for You

IRA
401K

Open enrollment is the window of time when employers introduce changes to their benefit offerings for the upcoming plan year. If you're employed, this is your

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Aaron Stevens | Nov 23, 2021

Christmas Shopping Lessons for Investors

Budget & Debt Reduction

Is that investment an innovation or an improvement on an existing product?

As Christmas sales loom, we face an endless array of sparkly, shiny and

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Aaron Stevens | Nov 23, 2021

Things to Consider When Writing a Business Plan

Small Business

You may know that your small business needs a written business plan—but how do you get started? What elements should your plan address, and do you need

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Aaron Stevens | Nov 12, 2021

Thanks and Giving: How You Make a Difference on Giving Tuesday

The holidays are a time where we focus on giving rather than receiving and goodwill toward others. Make a difference this holiday season with these ideas on how
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Aaron Stevens | Nov 12, 2021

Retirement Planning: The Basics

Retirement

You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision

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Aaron Stevens | Nov 12, 2021

Focus on Your Wellness This Holiday Season

Holidays bring excitement for food and celebrating with family. However, who else has felt mentally and physically drained after?
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Aaron Stevens | Nov 12, 2021

Resources for First-Time Entrepreneurs

Venturing into the world of entrepreneurship for the first time is a big step and sometimes a little help is all we need to hit the ground running. Here are a
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Woman at university graduation.
Aaron Stevens | Sep 7, 2021

Finance 101: A Lesson in Helping your Student Pay for College

Education
FINRA Reviewed
College
Savings
Family
You think back fondly on those halcyon collegiate days--studying in the quad, late-night pizza, tailgating for the big tailgating game, dorm living, tossing
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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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