John Bottega - Financial Advisor at LPL Financial

10/15/2026

🌴 More Americans are deciding that enjoying life now matters just as much as making financial progress for later.

A recent SoFi survey found that 72% of Americans would be willing to make slower progress toward their financial goals so they can spend more time with family, travel more, and prioritize meaningful experiences.

That doesn’t necessarily mean abandoning long-term goals. In fact, 59% of respondents said enjoying life is how they define financial progress, compared with 27% who pointed to owning a home.

The challenge is finding a balance between what matters now and what matters later. ✈️ That can mean making room for a vacation, concert, or family event while still keeping an eye on retirement savings and debt.

But charge that trip to a credit card and carry a balance, and interest can turn a two-week memory into a much longer bill.

What does financial progress look like to you: reaching the next milestone, enjoying more of life now, or some mix of both?


Source:

SoFi found 72% of Americans are willing to make slower progress on financial goals to prioritize family, travel and meaningful experiences.

10/01/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

09/09/2026

🏈 Football is back, and so is everything that comes with it.

A new season means fresh storylines, surprise contenders, and those moments you just can’t script. Whether you’re locked in from the opening coin toss or just showing up for the company and the snacks, game day has a way of bringing people together.

Fire up the grill. Find your seat. The season is here. 💪

08/08/2026

You may not know what a big “dill” it is, but today’s a day to “relish” the sport of pickleball. Pickleball combines tennis, badminton, and ping-pong, and is sweeping the nation. This sport is fun for people of all ages, and is a great way to stay active.

07/13/2026

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-IRA, SIMPLE IRA, and 401(k) are structured differently, and that the right fit depends on business size, number of employees, and overall goals.

07/04/2026

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

04/22/2026

At its core, investing involves supporting an entity today with the goal of receiving a greater return in the future.

✅ While this concept may seem straightforward, it also involves striking a balance between risk and reward.

⚖️ When you work with a financial professional, you bring their training into the matter. We can help you understand where to direct your money and work within your goals, risk tolerance, and time horizon. 🎯💡

04/15/2026

Budgeting is a tool for keeping your spending in check while helping your expenses align with your income.

✅ Yet not everyone sticks to a household budget.

🤔 Why is this? Perhaps it’s a gap in financial education during our school years, which can contribute to less-than-ideal money habits later in life. 📚💡

04/11/2026

Pets are a tremendous part of the hearts and lives of so many. Many people will tell you that adopting a pet is one of the most joyful and satisfying things they have ever done. Whether you have pets in your life or are considering adopting one (perhaps you have several!), we want to wish you and your companions a happy National Pet Day!

04/08/2026

🌟 April is Financial Literacy Month 🌟💡

Let's recognize the value of understanding our finances and making informed financial decisions. 💪💡

Whether you're a financial guru or just beginning your money management journey, this month offers the ideal opportunity to boost your financial knowledge. 📚💡

From budgeting and saving to investing, there's a wealth of knowledge to explore! 💡✨

Together, we can create a community that excels at managing money! 🎉💡