Prioritizing financial goals after a windfall can help you achieve financial independence faster. This time of year, a bonus or tax refund may hit your bank […]

If you’ve been following the headlines, you’re likely aware of the mass layoffs taking place in the technology industry. And if you happen to work for […]

If you own investment property or are considering investing in real estate, it’s helpful to understand what a 1031 exchange is and how it works. Real […]

On December 29, 2022, President Biden signed into law a $1.7 trillion spending package. The package includes the SECURE 2.0 Act, a series of provisions that […]

While all eyes are on the Fed as it plans its next move, there are ways investors can take advantage of rising interest rates in the […]

Anh Tran, an independent LPL Financial advisor at SageMint Wealth in Orange County, California, today announced her inclusion in LPL’s Executive Council. This elite award is […]

Aging parents can experience unique challenges when it comes to money—especially if they’re beginning to show signs of cognitive decline. Here’s how to help your aging […]

Financial goal setting doesn’t come naturally for many. Here’s how to set meaningful financial goals—and achieve them—in the year ahead.   Many people view each new […]

In this article, we’re sharing five tax-efficient charitable giving strategies that may help you reduce your 2022 tax bill. If you’re charitably inclined, you know that […]