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<a href="">The Facts About Income Tax</a>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Other helpful resources.

Other helpful resources.

Years of experience have prepared us to guide you through your life transitions.

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<a href="">&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</a>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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Your Financial Future

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

LPL Outlook 2021: Powering Forward

The LPL Research Outlook 2021: Powering Forward is here to provide investment insights as well as economic and market guidance to help you navigate 2021.

 LPL Research's Outlook 2021: Powering Forward

Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market news.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel