LPL Research Mid-Year Outlook 2023 : The Path Toward Stability
Gary Pawliczek Blog
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4M ago
The insights in LPL Research’s Midyear Outlook 2023: The Path Toward Stability will help position investors, along with guidance from their financial professional, to achieve their goals by providing guidance and actionable insights as the ..read more
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Congress Tells Treasury to Expect SECURE 2.0 Technical Fixes
Gary Pawliczek Blog
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4M ago
In late May 2023, Congress sent a letter to U.S. Treasury Secretary Janet Yellen and IRS Commissioner Daniel Werfel saying that it will introduce legislation to correct several technical errors in the SECURE 2.0 Act. The letter, signed ..read more
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Newsletter: Well Wishes to You and Your Family
Gary Pawliczek Blog
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4M ago
I hope you are enjoying the warm weather and our recent holidays. Any fun plans for the fourth of July?   Traveling? Relax at home? Either way, I hope you find a few moments to relax and enjoy our beautiful world.   Smell the ..read more
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Wellness in Retirement: The Benefits of Social Wellness for Retirees
Gary Pawliczek Blog
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4M ago
Social isolation makes people more susceptible to illness and death.1 While retirement is a time for relaxation and enjoyment from a lifetime of work, it may lead to a lack of purpose if you have depended on work for social activities ..read more
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Newsletter: Happy Mid-Year Greetings to You!
Gary Pawliczek Blog
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4M ago
I am enclosing the Mid-Year Outlook from LPL Financial Research, along with an introductory letter. A brief skim of the intro letter provides a glimpse of the current thinking from LPL Research ..read more
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Retirement Security Starts With Visualizing Your Future
Gary Pawliczek Blog
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4M ago
Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial planning is ..read more
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A Generational Divide Among Retirement Savers
Gary Pawliczek Blog
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4M ago
As the global economy grapples with uncertainty, investors' perceptions of a financial crisis diverge significantly along generational lines. While older generations, particularly Gen X and Baby Boomers, lean towards pessimistic views ..read more
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Should You Borrow from Your 401(k)?
Gary Pawliczek Blog
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4M ago
If you have a 401(k) plan at work and need some cash, you might be tempted to borrow or withdraw money from it. But keep in mind that the purpose of a 401(k) is to save for retirement. Take money out of it now, and you'll risk running ..read more
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5 Ways Senior Citizens Can Invest Their Savings
Gary Pawliczek Blog
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4M ago
Even if you are already retired, it doesn't mean you should stop trying to grow your savings. Inflation, unexpected medical bills, and changes to your lifestyle or family may result in the need for additional income than you initially ..read more
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