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
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Rightsizing for Retirement
What does your home really cost?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.