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Articles

Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Charlie Ward, CFP® | May 10, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Charlie Ward, CFP® | Apr 5, 2024

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Watercolor style picture of 5 carrots sprouting from the ground.
Charlie Ward, CFP® | Apr 3, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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A row of houses along a canal
Charlie Ward, CFP® | Apr 1, 2024

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Hand holding a bill with a red "Past Due" stamp on it
Charlie Ward, CFP® | Mar 29, 2024

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Charlie Ward, CFP® | Mar 27, 2024

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
A calculator and a pen on top of a graph
Charlie Ward, CFP® | Mar 25, 2024

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Charlie Ward, CFP® | Mar 22, 2024

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Charlie Ward, CFP® | Mar 20, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Parent reading a book to their newborn child
Charlie Ward, CFP® | Mar 18, 2024

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Man sitting on a park bench and working on a laptop
Charlie Ward, CFP® | Mar 15, 2024

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Toddler standing at the bottom of a stone staircase
Charlie Ward, CFP® | Mar 13, 2024

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Office

20 Community Place
Suite 100
Morristown, NJ 07960

 

Contact Info

P | 973-261-9197
T | 888-472-2021
F | 973-261-9189
E | isa@lpl.com

Get in Touch

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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