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Create Your Investment Plan
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives.
Start HereLPL Account View
Access your secure online client portal to view investment account information on your computer, tablet or smartphone.
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HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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Savings Accumulation
Estimate the future value of your current savings.