Welcome to the Summit
Helping you pursue your financial peak
5 Quick Points For Giving Your Portfolio a Checkup
Like most things, it’s important to check up on your portfolio to make sure nothing is out of date and that its goals are still in line with your own.
5 Major Mistakes To Avoid Before Retirement
Some of these mistakes are the result of not understanding retirement, while others are conscious decisions that simply have a greater impact than estimated. Here are five of the biggest mistakes people make as they approach retirement.
3 Solid Retirement Income Strategies
You spend most of your adult life saving for retirement, but have you ever thought about what you’ll do once it’s time to tap into those savings? Learn the different strategies you can use to provide yourself with a retirement income.
Tax Strategies for Social Security Benefits
The Social Security benefits you receive during retirement may not be completely tax-free income. In general, Social Security income is not taxed; it is only when you earn additional income (either by continuing to work or from investments) that tax begins to play a role in your Social Security income.
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Securities and Advisory Services Offered Through LPL Financial, a Registered Investment Adviser. Member FINRA / SIPC
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, District of Columbia, Ohio, and Texas. Lange Wealth Management is not an affiliate company of LPL Financial.
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