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        1. B
          Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon.
        2. LPL Outlook 2025: Pragmatic Optimism
          Outlook 2025: Pragmatic Optimism By LPL Financial Research   Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the
        3. Retirement Realities
          Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time.
        4. What Happens to Your Retirement Plan When You Switch Jobs
          When switching jobs, there are a number of considerations for what to do with the money in your previous retirement plan.
        5. 10 Tax-Smart Strategies With December Deadlines
          This year marked the first time taxpayers filed their returns under the Tax Cuts and Jobs Act of 2017 (TCJA). Due to the sheer number of changes introduced, many taxpayers may not be aware of steps that need to be taken before year-end to help manage their tax exposure under the new law. That’s where year-end tax plann
        6. Advice To Women On Bridging the Retirement Savings Gap
          Women continue to fall short in their overall retirement savings as compared to their male counterparts. There are many contributing factors to this. For one, women get paid less so there simply isn’t as much to put away. The most recent Census data confirms that on average, a full time working woman earns 20 cents per
        7. Cybersecurity in the Digital Age
          Cyber attacks are a constant and growing threat. Here are four ways to protect your business
        8. How To Leverage Generative AI For Small Business Growth
          AT isn't just for big companies anymore. Read on to find out how affordable AI tools can help you grow your business and your bottom line
        9. In the COVID-19 Economy, Employers Should Be Prepared for Increased 401(k) Hardship Distributions
          Article By Patricia A. Moran Mintz Employee Benefits Alert 401(k) plans must, by law, limit the circumstances under which plan money can be withdrawn by active employees. However, 401(k) plans can (and most do) allow in-service withdrawals in the event of an employee’s financial hardship. The COVID-19 pandemic is guara
        10. Mental Health and Money Problems: How to Take Care of Both
          Since 1949, May has been recognized as Mental Health Awareness Month to increase awareness of and acknowledge the importance of mental well-being.