4 Common Sense Rules of Investing

4 Common Sense Rules of Investing

Investing can seem overwhelming, with a barrage of complex financial jargon and conflicting advice from so-called experts. However, at its core, investing is about making informed decisions. Here are four basic reminders that shape my long-term investment philosophy....

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2023 Contribution Limits

2023 Contribution Limits

As the new year begins, it's important to review the contribution limits for different savings accounts. By using accounts with tax benefits, you can make the most of your money. Here are the contribution limits for 2023. 401(k) PlansFirst, let's start with the 401(k)...

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How Much Is Considered Rich?

How Much Is Considered Rich?

Do you ever wonder what it really means to be rich? This is a question that has many different answers, as it depends on a person's individual definition of wealth. Some people might say that you need a certain income or net worth to be considered rich, however, this...

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Buying Your First Property

Buying Your First Property

Purchasing a property has several advantages over renting, including lower monthly payments, accumulating equity, and more control. Before you start your real estate search, understand how much money you’ll really need and how you might pay for it. 1. How Much Can You...

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LPL Research’s Outlook 2023

LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. The disruptions may not be fully resolved and there may be more challenges to come, but progress toward finding balance is...

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Top 5 Blog Articles of 2022

5 Best Alternatives to Bank Savings Accounts The Cost of Admission Average American Net Worth: How Does Yours Compare? How is Retirement Income Taxed  Money Moves to Make During a Bear Market Thanks again and hopefully you’ll have a great week to end 2022! We’ll see...

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2022: Charts of the Year

2022: Charts of the Year

Here are the charts and themes that sum up 2022… Wild Ride for StocksLast year we saw minimal volatility and 2022 was the complete opposite. We’re still in a bear market and it is possible we retest the October 12th lows. It’s common for bear markets to have increased...

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5 Reasons to Consider Roth Conversions

5 Reasons to Consider Roth Conversions

A Roth conversion is a process by which you convert funds from a traditional IRA or 401(k) into a Roth IRA. This conversion is subject to income taxes, but the money in the Roth IRA will grow tax-free and withdrawals will be tax-free. Many high earners are not able to...

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10 Year-End Financial Planning Tips

As the end of the year approaches, it's time to start thinking about financial planning for the upcoming year. Here are 10 tips to help ensure that you're in the best financial shape leading into the new year: 1. Review Your FinancesBefore you start making any big...

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Should You Sell Your Vested Stock?

Before we jump into a discussion about if you should sell or hold your vested stock, let’s review what RSUs are: Restricted Stock Units (RSUs) are a common form of stock-based compensation. Restricted stocks will vest at some point in the future. Vested RSUs are very...

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Plan to Rise Above®

Welcome to the Plan to Rise Above® Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.

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