CALCULATORS & TOOLS

These financial calculators, available through the Financial Industry Regulatory Authority (FINRA), can help you evaluate your financial goals.

ARTICLES & VIDEOS

Knowledge is power, and LPL is here to help make you powerful in terms of your financial literacy and acumen. From insightful articles to educational videos, we offer a variety of resources to help you increase your financial intelligence. The more you know about finances, the more you can be in control of yours.

Your First Financial Advisory Meeting

Your First Financial Advisory Meeting

Get the most out of your first meeting with your financial advisor by being prepared with the necessary information, asking the right questions, and knowing what to expect.

Diversity and SRI

Diversity and SRI

While investing may not be the first thing that comes to mind when thinking about how to promote diversity and inclusion, there’s a growing trend in what’s known as “socially responsible investing” (SRI) that ties the two efforts together.

Financial Advisor Compensation

Financial Advisor Compensation

Nothing in life is free, including professional financial advice. As you consider various financial advisors, one of the important questions to ask is “How are you compensated for your services?”

The Language of Financial Advice

The Language of Financial Advice

The financial industry has a language all its own. It’s a language not all of us, as investors or prospective investors, fully understand or are comfortable using.

Tis the Season for Form 1099

Tis the Season for Form 1099

With all the holidays that take place between mid-October and mid-January ─ along with the requisite parties, family gatherings, and traditions associated with them, tax preparation may not be the most important thing on your mind.

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