Thank you for being a valued client of LA Member Choice Wealth Management and LPL Financial.
LPL Financial provides an integrated platform of independent research, technology, brokerage, and investment advisory services to over 13,500 financial advisors as the nation’s largest independent broker/dealer,* with over $400 billion in brokerage and advisory assets under management as of September 30, 2013.
* As reported in Financial Planning magazine 1996-2014, based on total revenues.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
How Income Taxes Work
A quick look at how federal income taxes work.
A letter of instruction provides additional and more personal information regarding your estate.
For homeowners who think their property taxes are too high, there are ways to appeal.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Knowing the rules may help you decide when to start benefits.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.