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So far LPL Marketing has created 150 blog entries.

3 Steps to Create Healthy Habits in Your Home and Life

Habits create a domino effect; once you begin a habit and stick with it, you can see the effects of it flowing into other areas of your life, for better or worse. But what if it’s easier than you think to make the healthy choice? Most people put off developing healthy habits, especially at home, [...]

By |2022-12-22T14:07:11-06:00January 26th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

Ways to Minimize Tax on an Investment Portfolio

Improving return by minimizing taxes Although we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments, you should be interested in legitimate ways to minimize taxes on your investment portfolio. Several approaches and strategies exist, [...]

By |2022-12-22T14:04:18-06:00January 12th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

Secure Act 2.0 Provisions

As you may know, Congress passed SECURE 2.0 as part of the fiscal 2023 spending package. This bipartisan retirement security legislation could present opportunities for your retirement savings strategy. Below are highlights of some of the key changes, as well as some additional detail regarding the specific provisions. Please feel free to contact me if you [...]

By |2023-01-11T09:09:38-06:00January 11th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

Reasons for Optimism

We wish you a happy New Year and hope you were able to close out 2022 with friends and family. The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Given the market’s continued instability during 2022 and a resulting tough period for stock [...]

By |2023-01-11T08:11:38-06:00January 11th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments

Your New Year’s (Financial) Resolutions

A resolution for every month to help you work towards financial independence Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to help cultivate better financial health. January: Organize paperwork. This obvious starting point eludes [...]

By |2022-12-01T10:46:47-06:00December 29th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

4 Charitable Giving Strategies to Consider

Through charitable giving, you can support causes or organizations you believe in and lock in tax benefits simultaneously. Whether you’re new to charitable giving or a veteran, there are several strategies you should keep in mind. The giving methods you choose, what you give, and when you give can help you maximize your impact and [...]

By |2022-12-01T10:43:34-06:00December 20th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

Stock Market Stocking Stuffers: How To Give Stock as a Gift

If you struggle to find a gift for the person who has everything—or want to do your holiday shopping without having to leave the house—consider giving stock as a gift. Doing so is easier than you think, and it may offer a few benefits for you as well. Here is some information on giving stock [...]

By |2022-12-01T10:40:56-06:00December 13th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

Outlook 2023: Finding Balance

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the [...]

By |2022-12-07T15:33:52-06:00December 7th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

Give the Gift of a Lifetime

If you ask someone their favorite part of the holiday season, giving or receiving gifts will likely be their response nine times out of ten. Gift-giving is a huge part of the holidays—it’s why there are entire days dedicated to shopping leading up to the season. However, it’s no secret that the “stuff” we buy [...]

By |2022-12-01T10:38:09-06:00December 6th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

The 12 Days of Year-End Planning

Things to Consider Going into “The New Year" (Year-End Planning Checklist)   The end of the year is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over twelve days, focusing on one [...]

By |2022-12-01T10:35:03-06:00December 1st, 2022|OnPath Thought Leadership, The Founders Group|0 Comments
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