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Let us help you build a confident retirement.

Let us help you build a confident retirement.

Let us help you build a confident retirement.

Let us help you build a confident retirement.

Let us help you build a confident retirement.

Let us help you build a confident retirement.

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  2. Learning Center
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Articles of Interest

Retirement Planning

  • 7 Things to Remember When You Feel Like You'll Never Be Able to Retire
  • 34% of Retirees Are Spending More Than Expected
  • How to Plan for Rising Health Care Costs in Retirement
  • 7 Common Mistakes to Avoid with Your Retirement Money
  • 5 Surprises About Planning For Retirement Income
  • 10 Mistakes that can Sabotage Your Retirement Savings
  • 6 Lessons From the First Year of Retirement​
  • 3 Tactics Toward a Better Retirement
  • Here's How Much the Average 50-Something American Has Saved for Retirement
  • 5 Considerations when Retirement Planning for Two
  • 5 Ways to Reduce Your Post-Retirement Cost of Living
  • A 5-Year Countdown to Retirement
  • A Strong Foundation
  • Analyze Your Spending
  • Basics of Retirement Planning
  • Do Your Retirement Savings Measure Up?
  • From Wealth-Building to Lifetime Income
  • Over 50? Retirement Savings Strategies
  • Retirement Fitness
  • What are the Possibilities?

 

Investment Management

  • 5 Sustainable Investing Myths
  • 5 Things You Need to Know to Ride Out a Volatile Stock Market
  • 5 Mistakes Investors Make and How to Avoid Them
  • Weathering Market Downturns
  • Investors Beware: The Media Noise can be Deafening
  • 3 Signs You Are Too Attached To Your Employer's Stock
  • Surviving Market Volatility During COVID-19

 

Financial Planning

  • Must-Have Documents for a Peaceful Future
  • HSA: The Underused Retirement Savings Secret Weapon
  • Sandwiched: Balancing Financial Priorities
  • College Savings and Financial Aid: The Formula for Having Both
  • 6 Gifts for Grandchildren That May Increase in Value
  • 10 Steps to Helping an Aging Parent
  • Important Birthdays Over 50
  • Understanding Health Savings Accounts
  • How Gifting Your Home Can Create Tax Consequences

 

Social Security

  • Social Security Rules to Live By
  • Keep the Role of Social Security in Perspective
  • How Income Tax on Social Security Became a $277 Billion Problem for Retirees

 

Insurance

  • What to Do With an Old Life Insurance Policy
  • Life Insurance: Adapting to Changing Needs
  • More than One Way to Skin the [Long Term Care] Cat (Part 1)
  • More than One Way to Skin the [Long Term Care] Cat (Part 2)

 

Trusts

  • Using Trusts as Part of Your Estate Planning
  • The Five Biggest Ways to Bungle a Trust
  • Trust Beneficiaries: Be Informed About the Basics

 

Learning Center

  • Blog
  • Articles of Interest
  • Calculator Library
  • Market Insight
  • COVID-19 Updates & Resources

Blog

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18 Division St, Suite 305
Saratoga Springs, New York
12866 United States

  •  Tel: 518-584-2555
  •  Fax: 518-584-3762
  •  Robert.Schermerhorn@lpl.com
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