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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Saving for College 101
Here’s a crash course on saving for college.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Knowing the rules may help you decide when to start benefits.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Don’t overlook the need for renter’s insurance if you rent your home.
For some, the social impact of investing is just as important as the return, perhaps more important.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Are you ready for retirement? Here are five words you should consider.
There are hundreds of ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here’s a quick guide to checking to see if you have unclaimed money.
Would you guess that Millennials are effectively saving for retirement? Well, they are.