Preparing Heirs

Are your Heirs Prepared for Their Inheritance?

We believe there are many important areas an estate plan does not cover. It boils down to one simple question: Your estate plan is in place, but are your heirs prepared?
Lessons from Omaha

Lessons from Omaha

https://www.youtube.com/watch?v=fk7Mw8Wkjis Rumors speak of a man in Omaha with god-like investing prowess. His legend is constantly examined by professional, professors, and even the media pundits. His 70+ years of investing and straightforward…
Preparing Heirs
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New Service: Preparing Heirs

Families, with the prudent guidance of professional advisors, typically do a very good job at preparing the assets to transfer to the heirs through the pre-transition planning processes of estate and tax planning, investment management, and philanthropy. But what is lacking is preparing the heirs to receive and manage the assets – the missing link in estate planning.
5 Investing Principles
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Back to Basics – 5 Investing Principles

https://www.youtube.com/watch?v=BnjtzOVuQoU If January taught us anything, it was that 2013 was truly an exceptional year for the equity market averages. Falling uncertainty, solid corporate earnings, and a rebounding economy all contributed…
Give Your 401k a Checklist
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Press Release: Sybil Praski Among Financial Advisors Attending Barron’s Top Women Advisors Summit

Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers PALM BEACH — Sybil Praski of Prosperion Financial Advisors attended the seventh-annual Barron’s Top Women Advisors Summit,…
Give Your 401k a Checklist
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Mutual Fund Capital Gains Distributions: Frequently Asked Questions

In December of last year, many mutual funds made end-of-year capital gains distributions for the first time in several years. Since investors have grown less accustomed to capital gains distributions, the distributions differ from the dividend…
Give Your 401k a Checklist
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Outlook 2014 – LPL Financial

Portfolios Over Policy A farming almanac is an annual publication containing a guide for the coming year and a forecast of the times and statistics of events and phenomena important to growing. Farmers' almanacs have been a source of wisdom,…
Social Security Workshop with Rob Kron
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Maximizing Your Social Security Benefits with Rob Kron

https://www.youtube.com/watch?v=D4dD4wumuYU Join Prosperion Financial Advisors for an informative session on maximizing your social security benefits, presented by Rob Kron* of BlackRock. *Rob Kron is not affiliated with LPL Financial To…
Post College Financial Advice
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Getting Ready to Graduate? Post-College Financial Advice

https://www.youtube.com/watch?v=V8wBkORR3Gw When I think of what I would share with a recent college grad, saving comes first to my mind. When a person is young they have a distinct advantage – time. In the financial world, we use something…
Advice for Empty Nesters

My Advice for New Empty Nesters

Empty nesters respond to this life change in a few different ways, many of which we see in our office first hand. Many parents, especially mothers, become depressed, sad or lonely.
New Baby Checklist

The New Baby Financial Checklist

https://www.youtube.com/watch?v=tZPHWXuqJqc Congratulations, you are expecting an addition to your family! I have just one word for you – Ka-ching! Babies are expensive – we had 4 of them so I know this first hand. Here are some must-do…
Financial Advice for Newlyweds
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Financial Tips for Newlyweds

https://www.youtube.com/watch?v=0nuO7lQgY_s As another summer wedding season comes to a close, many new couples will, for the first time, learn financial responsibility for two. So whether you’re a young couple tying the knot or you found…
4 Freedoms of Retirement
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How to Get Ready for Retirement – The 4 Freedoms

https://www.youtube.com/watch?v=rqJv6rmUBYg People often think of retirement as freedom from work. It’s the day they step away from their career, collect a gold watch, and set sail for the Bahamas. While retirement does usually include the…
Give Your 401k a Checklist
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Mid-Year Outlook 2013 – LPL Financial

Investors’ Trail Map to the Markets The investment landscape for the first half of 2013 has proven to be a tough one to navigate. And, LPL Financial Research believes the second half of this year will best essay writing service reviews be…
Give Your 401k a Checklist

Give Your 401(k) a Quick Checkup

https://www.youtube.com/watch?v=DLYYsY74JJ8 When was the last time you reviewed your 401(k)? It’s easy to adopt a “set it and forget it” mentality, but I believe an annual 401(k) review can lead to better growth, higher balances, and…