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Content Library

Two yellow balloons with smiley faces on them
Michael Jolie | Jun 16, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Emergency exit door.
Michael Jolie | Jun 9, 2022

Your Emergency Fund and You

Risk Management
Savings
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say
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Group of students studying.
Michael Jolie | Jun 2, 2022

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Michael Jolie | May 26, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Married couple in front of lake.
Michael Jolie | May 19, 2022

Financial Planning for Newlyweds

Finance
Lifestyle
Family
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
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Happy couple.
Michael Jolie | May 12, 2022

Pay Yourself First - The Holy Grail of Personal Finance

Finance
Lifestyle
Savings
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
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Business handshake.
Michael Jolie | May 5, 2022

How to Choose a Life Insurance Agent

Insurance
Lifestyle

Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably need some help making those decisions, so

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Child with apple.
Michael Jolie | Apr 28, 2022

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Insurance
Lifestyle
Family
Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life
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Two people having a picnic by a lake
Michael Jolie | Apr 21, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Michael Jolie | Apr 14, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Married couple a bench staring at ocean.
Michael Jolie | Apr 7, 2022

Do Spouses Need the Same Amount of Life Insurance?

Insurance
Family
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and
Read More
Skyline
Michael Jolie | Mar 31, 2022

Renter's Insurance

Insurance
Real Estate
Property

There were 43 million renters in the U.S. in 2017, the highest number of renters in the last 50 years.  Yet according to the Insurance Information Institute

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Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC. All entities mentioned are not affiliated with LPL.

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The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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