Taxes

When should I expect my 1099?

By Ralph Bender, MBA, CFP®

It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099 in February and March...

How SECURE does new legislation make you?

By Ralph Bender, MBA, CFP®

December 20, 2019, a new piece of retirement legislation became the law of the land, further pushing the burden of providing for one’s later years into the realm of the individual...

Can you escape this 529 tax consequence?

By Ralph Bender, MBA, CFP®

The Section 529 Plan is one of the best vehicles for accumulating education funds, because they can benefit both the student and the contributor.

Congress gets it act(s) together

By Ralph Bender, MBA, CFP®

For the first time in years, Congress passed a budget bill that won’t require an annual battle over the details. The spending cap is set for the next two fiscal years.

The Lasting Impact of 9/11

By Ralph Bender, MBA, CFP®

Ever since that horrific day in 2001, nearly 14 years ago, we have seen an increase in the use of the calendar to create and enhance awareness of our pet projects or concerns.