[SARASOTA, FL/ DEKALB, IL] — [February 14, 2018] — Joseph Walsh, Jr., an independent LPL Financial advisor at Walsh & Associates in Sarasota, FL and DeKalb, IL today announced his inclusion in LPL’s Executive Council. This premier award is presented to less than 1% of the firm’s approximately 15,000 advisors nationwide. “On behalf of LPL, I con...
Men and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and earn less than men, but they also tend to live longer.1 Therefore, women must focus on the concerns that are unique to them when planning for retirement. Women Don't Invest Differently ... Unfortunately, some negative stereoty...
According to the College Board1, the average cost of college for 2017 was $34,740 at private colleges, $9,970 for in-state residents at a public college, and $25,620 for out-of-state residents at a public college. No matter how you look at it – it’s not cheap. A possible solution? A designated education savings account could be the way to go. But w...
A critical skill for any investor is the ability to spot a financial scam when presented with one. Unfortunately, all too many investors are fooled every day – don’t let yourself become a victim! While investment fraud can come in all shapes and sizes, there are five notable “red flags” you should always watch out for when looking at an investment....
Upon retirement, many of us expect to receive our Social Security benefits – a much needed supplement to our income in retirement. And due to this expectation, it’s no surprise we become uneasy when we hear worrisome remarks on the fate of Social Security. Here are five common myths we hear about Social Security, and the actual facts behind each on...
Though no one likes to admit it, divorce is a very real possibility for many marriage in the U.S. – with between 45 % estimated to fail*. It is undoubtedly a stressful occurrence, but it’s important to not let yourself be taken advantage of. There are a number of financial traps the unsuspecting can fall into, especially when it comes to your IRA o...
As a business with one of our locations in Florida, we are all too familiar with the ways a hurricane can flip your life upside-down. This year has already been devastating, with both Hurricane Harvey and Hurricane Irma ripping through Texas and Florida. Thankfully, for those affected by natural disaster, the IRS offers some relief. It ...
A trust can be a powerful estate planning tool – protecting your assets from creditors, shielding your estate from loss, safeguarding benefits for the disabled, avoiding probate costs – we could go on. And yet, many trusts fail to work the way they were intended to! So what makes a trust fail? We’ll talk about some of the most common mistakes we se...