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Blog

Aaron Stevens | Aug 31, 2022

All You Need To Know About Eldercare Arrangements

How far in advance do you plan vacations? A month
at the very least, right? You’ve booked the flights and hotels, taken time off of work, gotten the kids out of

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Aaron Stevens | Aug 31, 2022

New Job and Four Tips for Your New 401(k)

Land a great new job? Awesome. Now is the perfect time to think about your 401(k) and retirement plan, whether you had one before or not. Saving for retirement

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Aaron Stevens | Aug 30, 2022

Life Insurance for the Self-Employed

If you're like most people, you bought life insurance to provide for your loved ones in the event of your death. But because you're self-employed, you may have

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Aaron Stevens | Jul 29, 2022

Interest Rates on Federal Student Loans to Increase for 2022-2023

Every May, interest rates on federal student loans are recalculated for the upcoming school year. The rates are calculated by combining the yield on the 10

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Aaron Stevens | Jul 29, 2022

Some Things Investors Need to Know About Booms and Busts

Economies and markets are cyclical. They may include periods of wealth creation and times of bursting bubbles that bankrupt companies in a major downturn.

"Boo

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Aaron Stevens | Jul 29, 2022

Lessons from the Great Recession of 2007 – 2009

After the Great Recession from 2007 to 2009 hit, far too many Americans found themselves without any savings to get through the hardships of unemployment

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Aaron Stevens | Jul 29, 2022

4 Critical Money Tips for New Graduates

College Savings

As recent graduates enter the workforce, they may need to make some financial decisions to help them prepare for potential economic uncertainty such as

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Aaron Stevens | Jun 28, 2022

Critical Ages on the Social Security Benefits Timeline

It's essential to know the critical ages regarding taking Social Security that may impact the amount of your benefits. Getting the most out of your Social

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Aaron Stevens | Jun 28, 2022

Securing Your Future with Life Cycle Planning

The need for regular saving and investing spans many life stages. Through the years, your goals will change and your strategies will shift, but don’t be alarmed

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Aaron Stevens | Jun 28, 2022

6 Ways to Minimize Your Tax Liability Throughout the Year

You don't need to wait until the end of the year to look for ways to minimize your tax liability. Tax planning should take place throughout the year to have you

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Aaron Stevens | Jun 28, 2022

5 Financial Facts About the Sandwich Generation

The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child)

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Aaron Stevens | Jun 28, 2022

Financial Freedom vs. Financial Independence: Key Differences and How to Work Towards Both

Financial Review

Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

LPL Financial Form CRS

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