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Understanding Fixed-Income: For Today and the Future

Since fixed-income securities are debt, it is vital to understand it’s rating, and based on financial analysts’ research, if the issuer is likely to pay back their debt to investors at maturity.

Fixed income is something many investors don’t understand, according to the 2019 survey, “Fixed Income, Not Fixed Thinking,” by BNY Mellon Investment Management, one of the largest asset managers in the world. The study revealed that the majority of Americans surveyed have a limited understanding of fixed-income investments, regardless of age, income, education level, and other demographics.


10 Financial Tasks To Complete Before 2020 (Yes, You Have Time)

Whether it is financial or health-related, starting the New Year off with tasks completed feels good!

Here we are, already to the end of 2019! The end of a year and the start of a new one is when most people decide to clean up and implement changes in some areas of their lives. Whether it is financial or health-related, starting the New Year off with tasks completed feels good! Here are ten things that can make a difference to you now, and later:


Dare to Dream: Your Success Depends on It

Dreams are like a destination. If you want to go somewhere, you must visualize it, recognize where you’re at now, and make a plan to get there.

Dreaming and goal setting are interrelated; first, you dream about what you want, then you determine how to obtain it. Our dreams should help guide us to make the right choices at the right time and in the proper manner. But merely dreaming about something is not enough; we must set goals to achieve it. In psychology, goal setting refers to a successful plan of action that we set for ourselves.


Retirement Plan Contribution Limits Increase in 2020

Even if you’re not able to save the maximum into your retirement accounts, now is a great time to increase your contributions anyway.

In November 2019, the Internal Revenue Service (IRS) announced the cost of living adjustments for 2020 for most retirement savings plans. However, IRA contribution limits will stay the same. If you plan to make the maximum contributions you can in 2020, here’s what you need to know:



December 2019 Newsletter Approval 2833752.1

Securities offered through Securities America, Inc., Member FINRA/SIPC Advisory Services offered through LPF Advisors, LLC, a Registered Investment Advisory firm. LPF Financial Advisors, LPF Advisors, LLC and the Securities America companies are separate entities. The Investment Fiduciary standard of care applies to advisory services only. Live Oak Corporate Center, 2601 Cattlemen Road, Suite 302, Sarasota, FL 34232

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