With a little planning and some assistance from LPL Financial, you can strike a balance between enjoying life today and preparing for all your tomorrows. Let LPL Financial help you plan and enjoy your retirement, look for tax savings, and/or plan for your children’s education by utilizing the services below.
Your retirement is far too important to get wrong. You work hard all of your life, so make your work count. You spend many hours planning your day-to-day obligations – spend some time planning for your retirement! You can’t rely on Social Security alone to fund a comfortable retirement. It’s up to you to plan. The time to design your financial strategy is now. The sooner you get your retirement financial strategy in place, the more time your money has to potentially grow and to work for you. Take control of your retirement-so as not to outlive your retirement savings!!
Today, college isn’t just a dream, it’s practically a requirement. Earning a bachelor’s degree can mean an income level higher than of someone earning a high school diploma. This greater earnings potential comes with an ever-increasing price tag. The earlier you begin saving, the longer your money can work for you. Education savings vehicles are plentiful and diverse, with a broad range of tax benefits and consequences, financial aid implications, contribution limits, and asset flexibility. Whether you establish a 529 Plan or a Coverdell Education Savings Account, you can take steps to make college dreams a reality.
If you changed jobs recently, and left behind a 401(k) – or other qualified savings plan – you could be neglecting one of your most important assets! Our advisors can assist you with decisions regarding which options you have, including the tax consequences of lump-sum distributions, the tax advantages of a 401(k) rollover if you should leave the money in your former employer’s plan, if permitted: or transfer those funds into your current employer’s plan, and how to avoid common 401(k) mistakes.
Contact our financial consultant today for your FREE financial review!
Charles Fisher CFP® CDFA™
610-595-2929 x 319
Not NCUA Insured
|No Credit Union Guarantee||May Lose Value|
Not Insured by Any Federal Government Agency
Not a Credit Union Deposit
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BHCU is not a registered broker/dealer and is not affiliated with LPL Financial.