A/D Juicebox Sliding into Fourth! (October 8th)

A/D Juicebox Sliding into Fourth!

We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates.

We have a special guest, Margo Steinlage from Steinlage Insurance Agency, who will join us to discuss Medicare.

Disclosures:

Steinlage Insurance Agency, Armstrong Dixon, ADE, LLC and LPL Financial are separate entities.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive  outcomes. Investing involves risks including possible loss of principal. 
 
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 

Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice  from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.

Securities and insurance offered through LPL or its affiliates are:

Mutual Funds: Building Blocks for a Retirement Portfolio

Diversification — not putting all your eggs in one basket — is one of the most cherished principles of investing. That’s one reason why mutual funds have become a popular choice for many investors’ workplace retirement accounts. They’re an easy way to invest in many different securities at once, and to do so at a lower cost than you might be able to achieve on your own.

Evaluating Mutual Fund Fees and Expenses

When you’re choosing among mutual funds, you should take into account what the fund will cost you in fees and expenses. The higher those costs, the better the fund’s performance needs to be to compensate for them.

Closing a Retirement Income Gap

When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that your income won’t be enough to meet your needs. If you find yourself in this situation, you’ll need to adopt a plan to bridge this projected income gap.

Investing for Major Financial Goals

The first step in investing is defining your dreams for the future. If you are married or in a long-term relationship, spend some time together discussing your joint and individual goals.

You’ll end up with a list of goals. Some of these goals will be long term (you have more than 15 years to plan), some will be short term (5 years or less to plan), and some will be intermediate (between 5 and 15 years to plan). You can then decide how much money you’ll need to accumulate and which investments can best help you meet your goals.

Properly Insuring Your Business

No matter how careful you are in running your business, accidents happen. And no matter how big or small your business, you’ll have to plan for these and other risks if you want your business to thrive. One way to do this is with insurance.

Should You Buy Long-Term Care Insurance?

The longer you live, the greater the chances you’ll need some form of long-term care. If you’re concerned about protecting your assets and maintaining your financial independence in your later years, long-term care insurance (LTCI) may be for you.

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A/D Juicebox Sliding into Fourth! (October 8th)