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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Beware of these traps that could upend your retirement.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A change in your mindset during retirement may drive changes to your portfolio.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
What does the Tax Reform and Jobs Act mean for you?
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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.
What are your options for investing in emerging markets?
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.