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Blog

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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Elderly woman doing yoga in a park
Tracey McInnis | May 1, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Tracey McInnis | Apr 1, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Tracey McInnis | Mar 1, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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homebuying
Tracey McInnis | Feb 1, 2022

House Buying Tips

Real Estate
Estate Planning
Property

Buying a house is one of the biggest, if not the biggest purchase you’ll make in your lifetime. Here are some tips and tricks for ensuring that the entire

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Avoiding Retirement Woes
Tracey McInnis | Jan 1, 2022

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact

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An exit sign in a modern office building
Tracey McInnis | Dec 1, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Southern Pines NC 28387

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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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