LPL Financial Located at Itasca Bank & Trust Co.

09/03/2026

🎉 Approaching retirement?

A cooperative market may provide an opportunity to take a fresh look at your portfolio and determine whether it's time to dial back some risk. 📈

The transition into retirement can be a great time to ensure your investment strategy aligns with your goals.

Click below to read more 👇

Retiring soon? Congratulations. It's a good time to take some risk out of your portfolio.

09/01/2026

🎓 September is College Savings Month!

Whether your child is heading to college in a few years or you're just starting to think about the future, it's never too early to create a plan. Small, consistent contributions today can add up over time and help prepare for tomorrow's educational expenses. 📚

Every step forward counts when investing in a child's future. 💙

08/31/2026

Retirement planning isn't a one-time event.

As your career, goals, and financial situation evolve, it can be helpful to review your savings, investments, pension benefits, and retirement strategy to make sure everything still aligns with your long-term objectives. 📈

💡 Looking for an important retirement planning update? Read our latest blog to learn whether you could be eligible for increased Social Security benefits or retroactive payments under the new law.

🔗 https://www.itascabank.com/investment/blog/blog/2026/08/01/the-social-security-fairness-act--great-news-for-millions-of-public-service-employees

08/28/2026

Social Security rules have changed for many public service employees and their families. 📈

For years, the Government Pension Offset (GPO) reduced Social Security benefits for some spouses, widows, and widowers who also received a government pension. The Social Security Fairness Act has eliminated those reductions, potentially increasing benefits.

📖 Learn more about the repeal of the GPO and WEP provisions—and who may benefit from these changes—in our latest blog 👉 https://www.itascabank.com/investment/blog/blog/2026/08/01/the-social-security-fairness-act--great-news-for-millions-of-public-service-employees

08/26/2026

🐾 Celebrating National Dog Day and all the four-legged family members who bring so much joy, love, and laughter into our lives. ❤️

Give your pup an extra treat, belly rub, or walk today—they've earned it! 🦴🐶

08/24/2026

📈 Retirement income planning isn't a one-time event.

Markets change. Spending habits evolve. Tax laws shift. Life happens.

That's why it's important to revisit your retirement income strategy regularly and make sure it's still aligned with your goals. A few small adjustments today could make a meaningful difference tomorrow.

➡️ Swipe through for key considerations that may help you determine whether your retirement income strategy is still on track.

08/21/2026

🔍 Have you considered what could put your retirement savings at risk?

Many people focus on building their nest egg, but fewer think about the factors that could reduce it over time. According to a new Vanguard report, risks like inflation, market downturns, rising healthcare costs, and longer life expectancy can all have a significant impact on retirement income. 📊

The key isn't just saving more—it's planning ahead. 🧩

Click below to read more 👇

08/19/2026

Whether your dream retirement includes travel, spending time with loved ones, or pursuing new hobbies, having a clear vision can help guide the financial decisions you make.

Checking in on your goals and progress can help ensure you're moving in the direction you want to go. 🎯

📚 For teachers and other public service employees, our latest blog explains how the Social Security Fairness Act could lead to higher monthly Social Security benefits for eligible retirees.

Click here to learn more 👉 https://www.itascabank.com/investment/blog/blog/2026/08/01/the-social-security-fairness-act--great-news-for-millions-of-public-service-employees

08/17/2026

Recent changes to Social Security could have a meaningful impact on retirement income for many public service employees.

The Social Security Fairness Act repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), potentially increasing monthly benefits for eligible retirees, spouses, and survivors. 📈

Our latest blog explains who may qualify and what these changes could mean for your retirement strategy.

📖 Read more here: https://www.itascabank.com/investment/blog/blog/2026/08/01/the-social-security-fairness-act--great-news-for-millions-of-public-service-employees

08/14/2026

🎯 National Financial Awareness Day is about more than numbers—it's about creating a plan that supports the life you want to live.

Whether you're preparing for retirement, growing your investments, or planning your legacy, understanding your financial picture is the first step toward achieving your goals.

Let's make financial confidence a priority today and every day. 🌟