10/17/2019 Jonathan Bednar Sent You Instructions on Setting up Facebook... - Luke Elliott https://web.lpl.com/owa/#viewmodel=ReadMessageItem&ItemID=AAMkADAyMGM3ZjRhLWQzZTQtNDBmMi1hZDk4LTgyNzE0NmIxODY2NQBGAAAAAABDGjjptBWJQJMc8sT5OwUGBwAfxWoBGbB… 3/4
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How Much Should I Have Saved at Age 40? Thumbnail

How Much Should I Have Saved at Age 40?

We all know how important it is to save for retirement, but how do we know if we are on track to meet our savings goals? We can use these rules of thumb to check our progress and adjust if needed.

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What is a Stock Split? Thumbnail

What is a Stock Split?

Last month, Apple's stock split helped crash the popular trading platform Robinhood. Stock splits do not matter when you are investing for the long-term. Ignore the hype and follow your overall financial plan.

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Common 401(k) Matching Mistake Thumbnail

Common 401(k) Matching Mistake

This is a common 401k matching mistake. You should review the language of your 401k each year. Subtle changes in policy and the language can greatly impact your finances.

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Retirement Plans: Mega Backdoor Roth Thumbnail

Retirement Plans: Mega Backdoor Roth

What is a Mega Backdoor Roth? It is a strategy that enables high-income earners to get around the income restrictions by making contributions to a Roth account in their 401(k).

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Insurance Review: Am I Covered?  Thumbnail

Insurance Review: Am I Covered?

The events that have transpired this year have forced many of us to take inventory of the important things in life. Here is why we think an insurance checkup should be a part of that conversation.

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