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Blog

fair lights in hands
Tracey McInnis | May 1, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Tracey McInnis | Apr 1, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Tracey McInnis | Mar 1, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Tracey McInnis | Feb 1, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Tracey McInnis | Jan 1, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Tracey McInnis | Dec 1, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Tracey McInnis | Nov 1, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Hands holding a small wrapped present
Tracey McInnis | Oct 1, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Tracey McInnis | Sep 1, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Two people having a picnic by a lake
Tracey McInnis | Aug 1, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Mother and child working on a laptop together
Tracey McInnis | Jul 1, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Tracey McInnis | Jun 1, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Suite 510
Southern Pines NC 28387

Contact Info

Phone: 910-684-4460
Fax: 866-867-2308
tracey.mcinnis@lpl.com

 

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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: North Carolina, South Carolina, Georgia, California and Oregon.

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