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Newsletters
- HOT TOPIC: Revisiting the 4% Rule
- Five Tips to Regain Your Retirement Savings Focus in 2021
- Prepare Your Finances for the Next Emergency
- Take Advantage of Deductions for Business Investments
- HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
- Should You Pay Off Student Loans Early or Save More for Retirement?
- Putting Your Nest Egg in Three Baskets
- Five Investment Tasks to Tackle by Year-End
- Your Estate: Have You Looked at These Legal Documents Lately?
- HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
- Accumulating Funds for Short-Term Goals
- Investing in UITs
- Business Cycle Basics: Recessions Begin and End Before We Know It
- HOT TOPIC: The Bull Is Back... Will It Keep Charging?
- Consider Market Caps for Diversification
- Student Loan Stress? These Plans Might Help
- Why Family Businesses Should Have Succession Plans
- HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
- Turbulent Times: Bear Markets Come and Go
- Indexed Annuities: A Strategy to Turn Savings into Retirement Income
- HOT TOPIC: The Shape of Economic Recovery
- Mid-Year Is a Great Time to Fine-Tune Your Finances
- Playing Defense: Three Stock Strategies to Help Control Risk
- Managing Your Workplace Retirement Plan
- Will vs. Trust: Know the Difference
- Why You Might Need Disability Income Insurance
- Do ETFs Belong in Your Portfolio?
- Keeping Cool: Investment Strategy vs. Reaction
- Social Security May Offer a Lifetime of Protection
- The Cost of Family Caregiving
- Setting a Retirement Savings Goal
- Early Retirement and Your Tax-Deferred Savings
- Living Benefits Can Help Counter Retirement Risks
- Stay-at-Home Spouse? Consider a Spousal IRA
- Three Lessons from Retirees
- Five Red Flags That Raise the Odds of an Audit
- HOT TOPIC: The SECURE Act and Your Retirement Savings
- Three Generations of Retirement Strategies
- Retirement Savings: Traditional, Roth, or Both?
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Research Articles
- Outlook 2019 | Client Letter by John Lynch
- Client Letter: Plenty of Positives | John Lynch | September 6, 2018
- Client Letter: "Recapping the Latest Earnings & GDP Reports" | John Lynch
- Weekly Market Commentary | January 19, 2021
- Weekly Market Commentary | January 11, 2021
- Weekly Market Commentary - January 4, 2021
- Weekly Market Commentary | December 21, 2020
- Weekly Market Commentary | December 14, 2020
- Weekly Market Commentary | December 7, 2020
- What Key Estate Planning Tools Should I Know About?
- How Can I Control the Distribution of My Estate?
- Can I Benefit from an A-B Trust?
- What Is a SIMPLE?
- Why Do People Buy Annuities?
- How Much Do I Need to Save?
- A New Chapter for Retirement
- What Are My Retirement Planning Options?
- Retirement Plan Distributions
- What Is a Traditional IRA?
- What Is a 401(k) Plan?
- How Should I Manage My Retirement Plan?
- Save Now or Save Later?
- What Is the Estate Tax?
- How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
- How Can I Benefit from Tax-Advantaged Investments?
- What Are Dividends?
- Growth Stocks vs. Value Stocks
- How Are Mutual Funds Taxed?
- What Is Stock?
- What Is Diversification?
- What Types of Bonds Are Available?
- What Is a Bond?
- What Is a Stock Index?
- How Do Mutual Funds and Stocks Differ?
- What Is a Mutual Fund?
- What Is an Annuity?
- What Is the Difference Between a Fixed Annuity and a Variable Annuity?
- What Investment Risks Should I Know About?
- What Is Asset Allocation?
- How Can I Save for My Child’s College Education?
- What Stock and Bond Investing Alternatives Do I Have?
- What Are Some Tips for Managing My Money?
- What Cash Management Tools Are Available?
- How Can I Better Manage My Short-Term Cash?
- What About Financial Aid for College?
- What Is Term Life Insurance?
- What Is Whole Life Insurance?
- How Can I Maximize My Insurance Benefits?
- How Can I Insure My Future?
- What Is the Difference Between an HMO and a PPO?
- Am I Prepared for Long-Term Care Expenses?
- What Does Medicare Cover?
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Videos
- Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
- Financial Planning: Helping You See the Big Picture
- Stocks and Stock Mutual Funds 101
- Bonds and Bond Mutual Funds 101
- 6 Reasons to Work with a Financial Professional
- Women and Money: Taking Charge of Your Financial Future
- What Is Investment Risk?
- What Would Happen to Your Estate?
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