
Have you Updated your Beneficiaries?
Have you Updated your Beneficiaries?
Make sure all of your bank or investment accounts have up-to-date beneficiaries or if you have the accounts in living trust then make sure your accounts have the correct designated beneficiaries in your living trust and that all accounts are in the living trust.

Video: LPL Financial Holds your Funds
Video: LPL Financial Holds your Funds
From time to time I get asked where my money being held? I made this video to explain how LPL Financial holds your funds.

Social Security’s Retirement age is 70
An informal survey of staff at the Center for Retirement Research asking “What is the current retirement age for Social Security?” produced a range of responses.