by Ralph Bender, MBA, CFP® | Taxes
It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099 in February and March. They continue working to improve the delivery of these important forms, so that you can get your taxes filed in a timely manner....
by Ralph Bender, MBA, CFP® | Client Stories, Credit Management, Enduring Principles, Videos
Nate and Sarah just bought the house of their dreams. Five years they planned for making this move. Their kids grew up in the old house, it worked just fine, but Nate didn’t want a tract home as his forever home. So, they started looking at places, even before they...
by Ralph Bender, MBA, CFP® | Client Stories, Enduring Principles, Protecting Family Money, Retirement, Videos
Marty and his new wife honeymooned in Italy. They enjoyed many of the touristy things, but being a retired machinist, he is always interested in complex structures. Like Michelangelo’s David. You know, that famous 17’ tall statue of the kid who killed Goliath with a...
by Ralph Bender, MBA, CFP® | Videos
Both sets of Nate’s grandparents raised his parents with a depression-era mindset. Nate remembers darning his socks as a kid. It’s just what they did. They saved almost everything, from the paper bags in which he carried his lunch to school to the toys and clothes he...
