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  • Linda.J.Lee@lpl.com
  • Clare.Sheridan@lpl.com

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
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Newsletters

  • Online Shopping in the Tariff Era

    Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.

  • Variable Annuities: Strategies to Help Counter Retirement Risks

    Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

  • Key Tax Law Changes to Higher Education Coming Soon

    The One Big Beautiful Bill Act includes many provisions that affect higher education.

  • Teens Say Social Media Takes a Toll on Mental Health

    Many parents are concerned about the well-being of their children as they navigate the digital landscape.

More Newsletters »

Calculators

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

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LPL Financial Form CRS

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