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.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here are five facts about Social Security that are important to keep in mind.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Do your insurance needs stay the same when the nest empties?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
Are you ready for retirement? Here are five words you should consider.
Do you know these three personal finance sayings?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?