Each week the LPL Financial Research team assembles thoughtful insight on economic news. Read more
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Advocates for your financial well-being in retirement.
Advantage Investment Management (“AIM”) is a Registered Investment Advisory (“RIA”) firm founded to provide the investment resources and mechanisms needed for advisors to most accurately address their clients’ needs. As a wholly-owned subsidiary of Advantage Financial Group, AIM provides a tailored investment platform that not only assists in the delivery of concierge service for clients but also streamlines the process for advisors, making it more efficient for all parties.
We encourage you to look through our website to learn more about how AIM is the key to sophisticated investing.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
How Income Taxes Work
A quick look at how federal income taxes work.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Healthy habits are one of the greatest gifts to give your child.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Gaining a better understanding of municipal bonds makes more sense than ever.
Calculating your potential Social Security benefit is a three-step process.
Five creative (and inexpensive) ideas for motivating your employees.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
What are your options for investing in emerging markets?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Even low inflation rates can pose a threat to investment returns.
Around the country, attitudes about retirement are shifting.