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Thursday, February 2, 2023

Richmond, VA — February 1, 2023 – Tracy Applewhite and Sean Tyll, independent LPL Financial advisors at Applewhite Tyll Retirement Partners in Richmond, today announced their inclusion in LPL’s Freedom Club. With more...

Tuesday, January 24, 2023

There are over one million women-owned firms. If you are a female entrepreneur, you may face interesting challenges with personal and business finances. To analyze your finances as a female entrepreneur, check out these tips.

Tuesday, January 24, 2023

Once the holidays are over, it’s important to take the time to get your finances back on track to help ensure that you start off the new year on the right foot. Here are some tips to help you get started.

Wednesday, January 11, 2023

Tax identity theft is one of the most common types of identity theft — and it’s also the most common fraud attempt during tax filing season, here are some easy and necessary ways you can protect your tax identity during this tax season.

Monday, January 2, 2023

Setting goals for a new year can be overwhelming, with worries that resolutions don't last, while feeling the energy that comes with a new year of possibilities. Keep reading for tips to a clearer path to setting and reaching your goals.

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Wednesday, December 14, 2022

At the end of the year it's necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over twelve days.

Tuesday, December 13, 2022

As we wrap up the year 2022 and focus our attention on the Joys of the Christmas season and the hopes for a successful 2023, I thought it would be a good time to pause and reflect.

Tuesday, December 6, 2022

In 2023, we look to equity markets to find balance between key macroeconomic factors—inflation, interest rates, and Fed policy—and business fundamentals. Our economic and market forecasts for 2023 can help us navigate the year ahead.

Thursday, November 24, 2022

A list of things to consider as you think about year-end charitable donationsWith its family traditions and festive celebrations, the holiday season is the most wonderful time of the year. And according to GivingTuesday.org, the giving...

Tuesday, November 1, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:1....

Wednesday, October 26, 2022

It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline...

Monday, October 17, 2022

Small business owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise....

Monday, September 19, 2022

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

Wednesday, September 14, 2022

How much life insurance do you need?Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you're...

Wednesday, August 10, 2022

Twenty-one U.S. states, including Kentucky, Texas, and Virginia, require public schools to provide high school students with financial literacy courses.1 But even among the school systems that provide general financial...

Wednesday, August 3, 2022

Dear Valued Investor,Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a...

Wednesday, August 3, 2022

What Does A Recession Look Like?What necessary ingredients do we need to bake up a recession? The National Bureau of Economic Research (NBER) looks for economic declines that are significant, broad-based, and persistent. Or, to use the...

Monday, August 1, 2022

It’s so easy to get caught up in the bliss of summer that, before you know it, the new school year is a week away. To avoid being struck with last minute panic, here are a few things to ask yourself before the first day of school...

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Thursday, June 30, 2022

The golden rule of financial planning: if you can plan it, you can pursue itOver the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom includes...

Thursday, June 16, 2022

It finally happened. On Monday the S&P 500 Index moved into a bear market, finally closing 20% beneath the January 3 high.Here are 7 things to know about bear (and bull) markets:Since World War II seven bull markets have officially...

Thursday, June 16, 2022

Many investors still adhere to the old adage—"sell in May and go away"—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk...

Thursday, May 26, 2022

Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand. Luckily, there are money moves you can make now to help manage financial stress, support...

Wednesday, May 18, 2022

Economists and pundits predicted that the baby boomer generation's retirement would be dramatic, and the COVID pandemic sped things along. According to the St. Louis Fed, the number of retirees in the U.S. increased by 7% between...

Wednesday, May 11, 2022

The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer getting the attention they deserve. Whether you are feeling your motivation waning or feel like the goal is too far...

Friday, May 6, 2022

Tuesday, April 26, 2022

Tuesday, April 26, 2022

Thursday, April 21, 2022

Two years into the pandemic, it may feel like you entered a time warp for some. And from shutdown-related expenses to changes to your employment situation or workload, it can be tougher than ever to try to navigate your financial life....

Friday, April 1, 2022

April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to learn something new, it may be worth the effort to brush up on some...

Tuesday, March 22, 2022

When spring rolls around, your thoughts might turn to organizing your closets or giving your floors a good deep clean. But how much thought have you given to cleaning up your finances? If the answer is “not much,” you might...

Sunday, March 13, 2022

March is National Nutrition Month and can mark a great time to develop new habits.1 With days growing longer (and warmer) and the growing season just beginning, it can be simpler to add fresh fruits and vegetables and outdoor exercise...

Friday, March 4, 2022

Friday, February 25, 2022

While market volatility can be frightening, it can also be a very useful toolOn February 23rd, the S&P 500 entered its first correction in a long time (a correction is defined as a market decline of at least 10% from recent highs)....

Wednesday, February 16, 2022

When securing your financial future, saving for retirement usually is a no-brainer. But between an IRA, Roth IRA, 401(k), 457(b), SEP IRA, and the other retirement vehicles, how can you know which plan or plans are right for you? The...

Friday, February 11, 2022

Cheese balls are a crowd favorite–especially in the fall and winter months. But they’re not always the healthiest option on the table. Take a crack at making your own updated version–replacing cheese with cashews....

Tuesday, February 1, 2022

"Two can live as cheaply as one" is a common saying with some truth behind it—a single parent can pay just as much in housing and tuition costs as someone who is partnered with children.1 This means that single parents need to...

Thursday, January 27, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Monday, January 24, 2022

Weekly Market CommentaryAfter a tough start for stocks in 2022, investors are looking for reasons to expect a rebound. After more than doubling off the pandemic lows in March 2020, without anything more than a 5% pullback in 2021,...

Thursday, January 13, 2022

Creating budgets isn’t always the most fun activity, but it can be easy to budget if you take the time to make a template that works for your needs. There are various financial trackers out there, but the most widely used (and...

Monday, January 3, 2022

Getting ready for retirement is both exciting and daunting. While you are likely looking forward to the enjoyment and relaxation that retirement may bring, you are also cautious about ensuring you have enough money to be able to retire...

Wednesday, December 15, 2021

Tuesday, December 14, 2021

A well-crafted business plan can be a blueprint for entrepreneurial confidence. This multifaceted tool is as important to established business owners looking to grow their companies as it is to budding entrepreneurs. A business plan...

Tuesday, December 7, 2021

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...

Wednesday, December 1, 2021

Monday, November 29, 2021

Tax planning can be advantageous when done during the year and well in advance of year’s end. Opportunities exist for you to mitigate tax liability, which may leave more income for you and/or your family. Generally, people put...

Friday, November 19, 2021

Celebrated on November 19th, Women's Entrepreneurship Day was established by Women’s Entrepreneurship Day Organization (WEDO) in 2013 to bring awareness to the hundreds of millions of women and girls living in poverty and to help...

Sunday, October 31, 2021

Fill Your Fall Bucket List Fall is a season full of opportunity. From embarking on a hay ride to taking in the foliage, there is no shortage of ways to get out in nature and make the most of all that autumn has to offer! Start off your...

Friday, October 1, 2021

Everything You Need to Know about the FAFSA for 2021 One of the most important pieces of the college financing puzzle is the Free Application for Federal Student Aid (FAFSA). Without the FAFSA, a college student is unlikely to be able...