Individuals
We can help take some of the mystery out of preparing for your financial future.
Investments
Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.
Businesses
Insight and information for employers and employees.
Products & Services
CCH Internet Tax Notebook
Our Internet strategy to your tax preparation needs.
Tax services are provided by WHITMAN FINANCIAL SERVICES, LLC and are not affiliated with or endorsed by LPL FINANCIAL.
Helpful Content
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
View all articles 
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Emerging Market Opportunities
What are your options for investing in emerging markets?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.