Site Map

Home

• Contact Us
• Mission Statement
• Our Location
• My Practice
• Financial Services
• My Qualifications
• https://www3.mainaccount.com/investacorp
• Featured Links
• Tell A Friend

Products & Services

• About LPL Financial

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Retirement Portfolio Lifespan
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
• Roth IRA Conversion
• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Research Articles

• Weekly Market Commentary | September 30, 2024
• Weekly Market Commentary | December 23, 2024
• Weekly Market Commentary | December 16, 2024
• Outlook 2025 | Pragmatic Optimism
• Weekly Market Commentary | December 9, 2024
• Weekly Market Commentary | November 15 2024
• Weekly Market Commentary | November 18, 2024
• Weekly Market Commentary | November 11, 2024
• Weekly Market Commentary | November 4, 2024
• Weekly Market Commentary | October 28, 2024
• Weekly Market Commentary | October 21, 2024
• Weekly Market Commentary | October 14, 2024
• Weekly Market Commentary | October 07, 2024
• Weekly Market Commentary | September 23, 2024
• Weekly Market Commentary | September 16, 2024
• Weekly Market Commentary | September 9, 2024
• Weekly Market Commentary | September 3, 2024
• Weekly Market Commentary | August 26, 2024
• Weekly Market Commentary | August 19, 2024
• Weekly Market Commentary | August 12, 2024
• Weekly Market Commentary | August 5, 2024
• Weekly Market Commentary | August 5, 2024
• Weekly Market Commentary | July 29, 2024
• Weekly Market Commentary | July 22, 2024
• Weekly Market Commentary | July 15, 2024
• Midyear Outlook 2024 | Still Waiting for the Turn
• Weekly Market Commentary | July 1, 2024
• Weekly Market Commentary | June 24, 2024
• Weekly Market Commentary | June 17, 2024
• Weekly Market Commentary | June 10, 2024
• Weekly Market Commentary | June 3, 2024
• Weekly Market Commentary | May 28, 2024
• Weekly Market Commentary | May 20, 2024
• Weekly Market Commentary | May 13, 2024
• Weekly Market Commentary | May 6, 2024
• Weekly Market Commentary | April 29, 2024
• Weekly Market Commentary | April 22, 2024
• Weekly Market Commentary | April 15, 2024
• Weekly Market Commentary | April 8, 2024
• Weekly Market Commentary | April 1, 2024
• Weekly Market Commentary | March 18, 2024
• Weekly Market Commentary | March 11, 2024
• Weekly Market Commentary | March 4, 2024
• Weekly Market Commentary | February 26, 2024
• Weekly Market Commentary | February 20, 2024
• Weekly Market Commentary | February 12, 2024
• Weekly Market Commentary | February 5, 2024
• Weekly Market Commentary | January 29, 2024
• Weekly Market Commentary | January 22, 2024
• Weekly Market Commentary | January 16, 2024
• Weekly Market Commentary | January 8, 2024
• Weekly Market Commentary | January 2, 2024
• Weekly Market Commentary | December 18, 2023
• Outlook 2024 | Client Letter
• Outlook 2024 | A Turning Point
• Weekly Market Commentary | December 11, 2023
• Weekly Market Commentary | December 4, 2023
• Weekly Market Commentary | November 20, 2023
• Weekly Market Commentary | November 13, 2023
• Weekly Market Commentary | November 6, 2023
• Weekly Market Commentary | October 30, 2023
• Weekly Market Commentary | October 23, 2023
• Weekly Market Commentary | October 16, 2023
• Weekly Market Commentary | Oct 9, 2023
• Weekly Market Commentary | October 2, 2023
• Weekly Market Commentary | September 25, 2023
• Weekly Market Commentary | September 18, 2023
• Weekly Market Commentary | September 11, 2023
• Weekly Market Commentary | September 5, 2023
• Weekly Market Commentary | August 28. 2023
• Weekly Market Commentary | August 21, 2023
• Weekly Market Commentary | August 21, 2023
• Weekly Market Commentary | August 14, 2023
• Weekly Market Commentary | July 31, 2023
• Weekly Market Commentary | July 24, 2023
• Weekly Market Commentary | July 17, 2023
• Midyear Outlook 2023 | Executive Summary
• Midyear Outlook 2023 | Client Letter
• Midyear Outlook 2023
• Weekly Market Commentary | July 3, 2023
• Weekly Market Commentary | June 26, 2023
• Weekly Market Commentary | June 20, 2023
• Weekly Market Commentary | June 12, 2023
• Weekly Market Commentary | June 5, 2023
• Weekly Market Commentary | May 30, 2023
• Weekly Market Commentary | May 22, 2023
• Weekly Market Commentary | May 15, 2023
• Weekly Market Commentary | May 8, 2023
• Weekly Market Commentary | May 1, 2023
• Weekly Market Commentary | April 24, 2023
• Weekly Market Commentary | April 17, 2023
• Weekly Market Commentary | April 10, 2023
• Weekly Market Commentary | April 3, 2023
• Weekly Market Commentary | March 27, 2023
• Weekly Market Commentary | March 20, 2023
• Weekly Market Commentary | March 13, 2023
• Weekly Market Commentary | March 6, 2023
• Weekly Market Commentary | February 27, 2023
• Weekly Market Commentary | February 21, 2023
• Weekly Market Commentary | February 13, 2023
• Weekly Market Commentary | February 6, 2023
• Weekly Market Commentary | January 30, 2023
• Weekly Market Commentary | Jan. 23, 23
• Weekly Market Commentary | Jan-17-23
• Weekly Market Commentary | January 9, 2023
• Weekly Market Commentary | January 3, 2023
• Weekly Market Commentary | December 19, 2022
• Weekly Market Commentary | December 12, 2022
• Outlook 2023 | Client Letter
• Outlook 2023 | Finding Balance
• Weekly Market Commentary | December 5, 2022
• Weekly Market Commentary | November 14, 2022
• Weekly Market Commentary | November 7, 2022
• Weekly Market Commentary | Oct 31, 2022
• Weekly Market Commentary | October 24, 2022
• Weekly Market Commentary | October 17, 2022
• Weekly Market Commentary | October 10, 2022
• Weekly Market Commentary | October 03, 2022
• Weekly Market Commentary | September 26, 2022
• Weekly Market Commentary | September 19, 2022
• Weekly Market Commentary | September 12, 2022
• Weekly Market Commentary | September 06, 2022
• What Key Estate Planning Tools Should I Know About?
• How Can a Living Trust Help Me Control My Estate?
• What Are the Pitfalls of Probate?
• How Can My Gift Benefit Me and the Charity?
• How Can I Control the Distribution of My Estate?
• How Will I Pay Estate Taxes?
• Can I Benefit from an A-B Trust?
• What Gifting Strategies Are Available to Me?
• How Can I Benefit from a Charitable Lead Trust?
• How Can I Benefit from a Charitable Remainder Trust?
• How Can I Benefit from a Wealth Replacement Trust?
• Could My Family Benefit from a Family Limited Partnership?
• What Is the Best Form of Property Ownership for Me?
• What Is the History of the Federal Estate Tax?
• What Is a SIMPLE?
• What Is a Roth 401(k)?
• What Is a Profit-Sharing Plan?
• What Is a 403(b) Plan?
• How Much Do I Need to Save?
• What Does the Changing Pension Landscape Mean for Retirement?
• Unforgettable Birthdays
• Should You Bank Your Retirement on Your Business?
• What Are My Retirement Planning Options?
• Will Social Security Retire Before You Do?
• How Can I Estimate My Future Social Security Benefits?
• What Is a Self-Employed Retirement Plan?
• What Is an Indexed Annuity?
• What Are My Retirement Plan Distribution Options?
• What Is a Traditional IRA?
• What Is a 401(k) Plan?
• How Should I Manage My Retirement Plan?
• Save Now or Save Later?
• What Is a Roth IRA?
• What Is the Capital Gain Tax?
• What Is the Estate Tax?
• What Is the Gift Tax?
• How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
• What Is a Required Minimum Distribution?
• What Are the Tax Benefits of Charitable Trusts?
• When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
• What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
• What Is Tax Deferral?
• How Can I Benefit from Tax-Advantaged Investments?
• What Tax Deductions Are Still Available to Me?
• What Tax-Advantaged Alternatives Are Available?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• Is There Such a Thing as a Tax-Free Investment?
• How Can I Keep More of My Mutual Fund Profits?
• How Can I Upgrade My Insurance — Tax-Free?
• What Are Dividends?
• How Are Growth and Value Stocks Different?
• What Is Stock?
• What Is Diversification?
• What Types of Bonds Are Available?
• What Is a Bond?
• What Do Bond Ratings Mean?
• What Is a Stock Index?
• How Do Mutual Funds and Stocks Differ?
• What Is a Mutual Fund?
• What Is a Closed-End Fund?
• What Is a Mutual Fund Load?
• What Is an Annuity?
• What Is the Difference Between a Fixed Annuity and a Variable Annuity?
• What Investment Risks Should I Know About?
• What Are the Different Classes of Assets?
• What Is Asset Allocation?
• How Can I Save for My Child’s College Education?
• What College Investment Options Do I Have?
• What Stock and Bond Investing Alternatives Do I Have?
• What Is Dollar-Cost Averaging?
• 529 Lesson Plan: High Scores for 529 Plans
• What Are Some Tips for Managing My Money?
• How Long Will It Take to Double My Money?
• What Cash Management Tools Are Available?
• How Do Money Market Mutual Funds Work?
• How Can I Better Manage My Short-Term Cash?
• What Advantages Does a Biweekly Mortgage Offer?
• What Are Some Smart Ways to Refinance?
• What About Financial Aid for College?
• What Savings Alternatives Are Available?
• How Does Inflation Affect Me?
• Is a Home Equity Loan or Line of Credit Right for Me?
• Why Purchase Life Insurance?
• Why Are Annuities Considered an Insurance Product?
• What Is Property and Casualty Insurance?
• Do I Need a Business Owner Policy?
• What Is Life Insurance for Business Owners?
• What Is Split-Dollar Life Insurance?
• What Is Last-Survivor Life Insurance?
• What Is Disability Income Insurance for Business Owners?
• What Is Term Life Insurance?
• What Is Whole Life Insurance?
• What Is Universal Life Insurance?
• What Are the Main Types of Auto Insurance?
• How Do I Make a Property Insurance Claim?
• How Can I Maximize My Insurance Benefits?
• How Can I Insure My Future?
• How Can I Protect My Home?
• Do I Need Disability Income Insurance?
• What Types of Health Coverage Are Available?
• How Can I Extend My Liability Coverage?
• What Is the Difference Between an HMO and a PPO?
• How Can I Determine the Financial Strength of My Insurance Company?
• Am I Prepared for Long-Term Care Expenses?
• What Does Medicare Cover?
• What Are the Basic Types of Life Insurance?

Videos

• Do You Know Who Your Beneficiaries Are?

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Life Insurance
• Disability Income Insurance
• 401(k) Information Request
• Information Request