LATEST FINANCIAL NEWS
Midyear Outlook 2019
July 2019 - The LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide economic and market guidance as well as investment recommendations to help us navigate the second half of 2019. View the complete publication.
ABOUT LPL FINANCIAL
Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning. Read More ...
Watch the video below to learn more about LPL Financial
Charitable Giving as Part of
Your Financial Planning
Jon Dewar and the RetirementGeeks are passionate about giving back and supporting the local community. When we meet with a client about their retirement planning the subject of charitable giving often comes up in conversation. Depending on a client’s situation we often recommend some form of charitable giving whether giving to a local non-profit or their place of worship.
RetirementGeeks has had the pleasure of donating to multiple charitable organizations including Junior Achievement, Girls on the Run, Community Music School and Community Workforce Solutions.