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Company Name - City, State

 
  • 28300 Kensington Lane Suite 100, Perrysburg, OH 43551
  • Office: 419-872-0067
  • Toll Free: 800-875-1786

NO ONE STRATEGY FITS EVERYONE LPL Research Midyear Outlook 2018 AN APPROACH DESIGNED FOR YOU UNDERSTANDING YOUR GOALS

Dennis Kersten

LPL Financial Advisor

Office: 419-872-0067

dennis.kersten@lpl.com

Brad Kersten

LPL Financial Advisor

Office: 419-872-0067

brad.kersten@lpl.com

Kevin Kersten

LPL Financial Advisor

Office: 419-872-0067

kevin.kersten@lpl.com

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We can help take some of the mystery out of preparing for your financial future.

What We Do

Insight and information for employers and employees.

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Helpful Content

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Saving for College 101

Here’s a crash course on saving for college.

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