Working Towards Financial Independence
The investment climate has never been more exciting or more challenging than it is today. Retaining the services of a qualified financial advisor can help you make sense of the market.
Solid financial planning can be the key to addressing your financial goals. By identifying where you are today and where you hope to be, Jay Irving can help you determine how best to get there. Calling on objective research from LPL Financial, Jay can implement a plan that can help to make your dreams a reality.
“My mission is to help my clients make informed choices about their financial future,” says Jay. “By understanding what is important to them, and applying the resources of LPL Financial, I help my clients to work towards financial independence.”
Jay provides access to fee-based portfolio management; tax advantaged investing; retirement planning; and estate planning to preserve wealth. Using the independent research provided by LPL Financial, Jay provides objective advice and the most up-to-date products and services to help clients meet their financial goals.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Learn when it may not make sense to file a claim on your home insurance.
This worksheet can help you estimate the costs of a four-year college program.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Here’s a quick guide to checking to see if you have unclaimed money.
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you have causes that you want to support with donations? Here are three tips.