Considerations When Buying Your First Home
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So, you’re looking to purchase your first home. Congratulations! It’s an exciting time, creating a safe and secure home for yourself (and...
Jim Parks, CFP, AIF
Jun 8, 20211 min read
Come here Rona! Heel, Covi!
Prior to the pandemic, The Economist reported Euromonitor anticipated, “…the number of pet cats worldwide to grow by 22 percent between...
Jim Parks, CFP, AIF
May 4, 20212 min read
Estimates suggest there will be 25 million by 2100.
Take a guess: electric vehicles, household robots, wild elephants, centenarians, or streaming services per household? Electric vehicles....
Jim Parks, CFP, AIF
Apr 20, 20211 min read
What's on the benefits menu?
The impact of COVID-19 on workplaces has been profound. As we move toward a new normal, it is likely work as we once knew it will be...
Jim Parks, CFP, AIF
Apr 12, 20212 min read
Vegetarian, Vegan, Flexitarian
A fair number of Americans have adopted vegetarian, vegan, and various other versions of plant-based diets only to discover they missed...
Jim Parks, CFP, AIF
Mar 23, 20212 min read
The World Happiness report is out - and it was surprising.
COVID-19 has disrupted just about every aspect of people’s lives – work, home, family, friends, and health – in every country of the...
Jim Parks, CFP, AIF
Feb 26, 20211 min read
2021 Social Security Reference Guide
During the financial planning process, we find clients sometimes overlook the importance of making the right decisions regarding their...
Jim Parks, CFP, AIF
Jan 20, 20211 min read
LPL Financial Research Outlook 2021: Powering Forward
LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve...
Jim Parks, CFP, AIF
Jan 19, 20212 min read
The New IRS Tax Rates and Deductions for 2021
Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax rates in...
Jim Parks, CFP, AIF
Jan 8, 20219 min read
17 Things You Need to Know About the New Stimulus Package
By Jamie Hopkins, Director of Retirement Research at Carson President Trump has signed the new $900 billion economic relief and spending...
Jim Parks, CFP, AIF
Jan 5, 20211 min read
There's a new addition to the airport security team.
Dogs may be some of the world’s most effective disease detectives. In January, before COVID-19 was known to have arrived on our shores,...
Jim Parks, CFP, AIF
Dec 16, 20201 min read
What kind of holiday shopper are you?
The coronavirus, which The Economist estimates has infected one-in-five Americans, is reshaping holiday traditions this year. “COVID-19...
Jim Parks, CFP, AIF
Nov 10, 20201 min read
A salute to Veterans and Gold Star Families.
This week we celebrate Veterans Day. The U.S. Department of the Interior is celebrating by giving veterans and Gold Star families free...
Jim Parks, CFP, AIF
Nov 3, 20202 min read
We are all in this together.
It’s election day, and Americans of all political persuasions are bracing themselves. We’re worried about short-term events and the...
Jim Parks, CFP, AIF
Oct 26, 20203 min read
Open Enrollment Season is Around the Corner
Open enrollment for employee benefits kicks off on November 1st. Before you plan your Thanksgiving menu, you should make the time to...
Jim Parks, CFP, AIF
Oct 20, 20202 min read
One dollar is a lot like another, isn't it?
In theory, we think of all money in the same way. In practice, we don’t. Money is fungible. That means one dollar has the same value as...
Jim Parks, CFP, AIF
Oct 5, 20201 min read
Jim Parks on Making a Difference
We are honored and humbled that Andy Kalbaugh, a Managing Director and Divisional President at LPL Financial, tweeted this article about...
Jim Parks, CFP, AIF
Sep 29, 20201 min read
Preparing for a Pandemic Halloween
In many neighborhoods across the United States, Halloween decorations have begun to appear. If you’ve been wondering whether Halloween...
Jim Parks, CFP, AIF
Sep 22, 20201 min read
It's Ig Nobel Time
On September 17, the 30th First Annual Ig Nobel Prize Ceremony was broadcast online. Here’s a fun fact: The 1995 Ig Nobel Ceremony was...
Jim Parks, CFP, AIF
Sep 15, 20202 min read
Go fly a kite.
Wind is one of the fastest growing energy sources in the United States. In 2019, wind generated 7.2 percent of the nation’s electricity,...
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