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Blog

Chris Demarest | Apr 18, 2022

Making Sense of Your Roth 401(k)

Retirement
Tax Planning
There are specific rules addressing distributions and rollovers of a Roth 401(k), which combines features of Roth IRAs and a traditional 401(k). We offer an
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Chris Demarest | Apr 16, 2022

How to Start Retirement Planning in Your 20s, 30s, 40s, and 50s

Retirement
Saving
When and how you plan for retirement can make a huge difference in when you can ditch your job and how enjoyable life will be when you do. Of course, the ideal
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Chris Demarest | Mar 25, 2022

Which Tax Documents Should I Save, Which Should I Shred?

Tax Planning
Personal Finance
The IRS, has urged taxpayers to file their returns electronically. But filing electronically doesn’t stop the clock on potential audits, nor on your right to
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Chris Demarest | Mar 9, 2022

Using an HSA to Save for Retirement - or as Income Now? Avoid These Mistakes.

Retirement
Contributing money to a health savings account, or HSA, is one of the smartest moves you can make for your retirement. Even though an HSA isn't a retirement
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Chris Demarest | Feb 25, 2022

The One Question to Ask Yourself About Your 401(k) When Stock Indexes Are Dropping

401(k)
Retirement
Investing
Panicking and making any sudden changes to your portfolio won’t help your retirement savings – in many cases, doing so would actually hurt your future prospects
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Chris Demarest | Feb 16, 2022

Credit Card vs. Debit Card. Which Is Safer Online?

Personal Finance
Security
The key difference: With a credit card, the card issuer must fight to get its money back. With a debit card, you must fight to get your money back. Considering
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Chris Demarest | Jan 18, 2022

Diversifying Your Portfolio Reduces Your Risk in Investing. Here's Why That's So Important

Investing
Investing is one of the best ways to build wealth and reach your long-term financial goals. But what should you invest in? While there’s no one right answer for
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Chris Demarest | Jan 5, 2022

How to Manage your 401(k) When You Switch Jobs

Retirement
Tax Planning
This article considers all options for managing funds in a former employer’s retirement plan.
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Chris Demarest | Dec 22, 2021

Outlook 2022 - Passing the Baton

LPL’s Outlook 2022: Passing the Baton provides insight and analysis for the next set of challenges the economy and markets may face.
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Chris Demarest | Dec 3, 2021

Buying vs. Leasing a Car

Personal Finance
Some people approach buying a car like they approach marriage, “‘til death do us part.” Others prefer to keep their options open. Whichever describes you best
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Chris Demarest | Oct 29, 2021

Term Life Insurance Explained

Insurance
Term life insurance is a top choice for people who want to cover financial obligations that are common when raising a family. With term life insurance in place
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Chris Demarest | Oct 25, 2021

7 Age Milestones That Will Impact Your Retirement Planning

Retirement
As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your retirement
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