Homa Jahanian - Financial Advisor at LPL

06/08/2026

💡 One thing worth knowing:

One of the biggest reasons parents avoid 529 plans is the fear that their child won't use all the money for college.

What many people don't realize is that unused 529 funds may be eligible to roll into a Roth IRA for the beneficiary.

There are rules and limits, but this change gives families more flexibility than ever before.

In other words, money saved for education could potentially become money saved for retirement.

Not a bad backup plan. 💛

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

06/02/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

06/01/2026

One thing worth knowing 👇One thing worth knowing:

If one spouse isn't working, they can still save for retirement — and even contribute to a Roth IRA — based on the other spouse's income. 💛

It's called a Spousal Roth IRA, and honestly, most families have never heard of it.

Here's how it works: as long as you file taxes jointly, the working spouse's income counts for both. That means you could each contribute up to $7,500 this year — or $8,600 if you're 50 or older.

And with a Roth IRA, your money grows tax-free. You won't pay taxes when you take it out in retirement. That's a big deal.

So even on one income, you could be putting up to $17,200 a year toward your future — together.

If this sounds like your situation, it's worth a conversation.

Book a free chat with me here 👇

We help you figure out your finances and what to do.RetirementInsuranceInvestmentsTax PlanningEstate PlanningWhether you're planning for retirement, growing your wealth, or seeking guidance, this meeting is an opportunity to discuss your goals and explore the next steps with confidence.

05/26/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

05/19/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

05/12/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

05/05/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

04/28/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.