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Resources

Investing

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice.

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. 

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks.

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.

Taxes

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.

LPL Research 

Below is a list of helpful documents provided by the LPL Research Team.