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The SECURE Act: A New Hope for Retirement Savings

The goal of the SECURE Act is to help American’s save more for retirement, which is also my goal for my clients. If you have questions on retirement savings plans, other investments outside of your employer’s plan or education savings plans, feel free to reach out to our office to schedule a meeting anytime.

What is underway as one of the most significant changes to retirement savings plans in years, the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was passed in May 2019 by the U.S. House of Representatives.  The Act is awaiting approval by the U.S. Senate later this month (August 2019). If passed, the SECURE Act will:


The Legitimate Value of Financial Advice

According to a research report published in April 2019, advisors that provide relationship management and asset management as part of their practice produce better results for their client’s portfolios than those advisors who leave relationship management out.

The financial advice industry has changed for advisors with a fiduciary financial planning emphasis in their practice.  These advisors have chosen process over product for the benefit of their clients. Additionally, new regulations, technology-enabled efficiencies, and fee compressions will continue to influence the advice industry and ultimately lead to higher client satisfaction and asset growth through relationship management.  No longer is relationship management considered merely customer service; it has evolved into a crucial element of each client’s experience.


Are You Losing Sleep Over Money?

Why are more people feeling financial stress despite the strong economy we’ve experienced since the recession?

Many Americans are losing sleep over money, according to a January 2019 survey by Bankrate. The media may report a ‘strong U.S. economy,’ but many people experience stress outside of what’s happening in the broader economy. The survey indicates that a large number of Americans live paycheck to paycheck and continue to struggle financially year after year. The top five money stresses keeping survey respondents awake:


Round Two of a Recession Amid Trade Wars?

As the economy shows signs of modest improvement, indications of downward shifting in U.S. production from the residual effects of the trade war are starting to surface.

As the economy shows signs of modest improvement, indications of downward shifting in U.S. production from the residual effects of the trade war are starting to surface, according to the May 2019  Federal Reserve’s Beige Book Report. The Beige Book Report compiles from information gathered by the twelve Federal Reserve Districts through direct interviews with businesses in differing business sectors. The report is published eight times per year.


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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