LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.

As an LPL Financial Planner and retirement coach, I am consistently discussing this concept with our clients. Learning to change things you can and accept the things you cannot is a crucial concept for your financials as well.

The answer to this critical question varies depending on personal circumstances and how the individual responds to the questions outlined in this article.

A revocable living trust is a legal device created to hold and distribute assets during life and after death. These trusts have become a popular estate planning tool because they preserve privacy and avoid the costs and potential complications of probate.

There are four potential sources for retirement income: Social Security, employer retirement plans and IRAs, personal savings and investments, and continued work after retirement.