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Planning Advice and Strategies

Resources to help empower you.

Your financial wellness and knowledge is just as important to us as your investments. We’ve put together a collection of resources to help empower you in pursing your goals and objects. Come here often for the latest resources.

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Weekly Market Commentary

June 17, 2024

Keep calm and clip bond coupons

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Market Signals Podcast

June 17, 2024

Stocks and bonds both celebrated cpi and the fed

Listen

Outlook 2024

LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises.

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Secure Act 2.0

Top 10 provisions in SECURE 2.0

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2023/2024 Tax Season Guide

Tax season is approaching and being prepared is the best way to make this tax season your easiest yet.

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Create the plan you need today for the life you want tomorrow

Your investment plan is a blueprint for your financial future. Let us build you a customized plan to help you pursue your financial goals.

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LPL Street View

Do I really need this umbrella?

In the latest edition of Street View, LPL’s Chief Investment Officer Marc Zabicki, discusses embracing a concentrated growth equity portfolio.

Tracking#: 590682

A Turning Point

LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand that making progress toward long-term financial goals requires a strong plan and sound advice. The insights in this report, combined with guidance from a financial professional, will help position investors to navigate this turning point and work toward achieving their objectives.

Read the LPL Research 2024 Outlook

From Webster Investments Blog

Webster InvestmentsArticles

Retirement Planning: The Ultimate Endless Summer Adventure

If you’re like some, you may have spent large parts of your working life missing the carefree summer days of your childhood. That is, of course, assuming you had a happy childhood. If not, try to imagine how it might be if your childhood was idyllic. And what if you knew of a few things […]

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Webster InvestmentsArticles

Considering an Annuity for Your 401(k) Rollover?

Your financial professional can help you understand your 401(k) rollover options With companies downsizing to stay in business and corporate takeovers occurring almost every other day, the only thing certain in anyone’s career these days is change. Take Chris Brown, age 48, for example. After 15 years as a shop-floor supervisor at a large manufacturing […]

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Webster InvestmentsArticles

An Annuity Can Help Restore Your Confidence in Retirement

Sometimes we forget just how fragile a nest egg can be. When the economy tanked in 2008, retirees watched in horror as U.S. markets suffered historic losses. The Dow declined by more than 50%, its biggest drop since the Great Depression of 1929. The oldest Baby Boomers, who were closing in on retirement age just […]

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Webster InvestmentsArticles

Choosing a 529 Plan

Introduction Choosing a 529 plan means first deciding whether a college savings plan or a prepaid tuition plan appeals to you. If you decide on a prepaid tuition plan, you’re generally limited to the plan offered by your state. But if you choose a college savings plan, you’ll need to decide on the specific plan […]

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Webster InvestmentsArticles

The Changing Face: Dual Income Families

The concept of the “traditional” American family is continually changing. The dual income family—with both spouses maintaining separate careers and contributing to the financial success of the household—has now become commonplace. The economic challenges and opportunities of this century may often require two incomes to meet overall family expenses. Many families ask themselves, “How will […]

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Webster InvestmentsArticles

Financial Planning for Working Moms

Historically, working mothers have had even higher ambitions in the workforce than working women in general.1 This ambition may drive them to excel in budgeting and financial matters that can help them manage their family’s finances. What should working moms know about financial planning, and what steps can they take to help their family work […]

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