NMLT Wealth Management - LPL Financial

08/06/2026

August is National Make-a-Will month. Even a thoughtful estate plan can fall short if an important document isn't up to date. Read more about why reviewing this essential piece of your estate plan can help provide clarity for your loved ones.

Get this estate planning document right — and spare your family confusion later

08/04/2026

Helping a teen start saving early can have a lasting impact. A Roth IRA may offer an opportunity to build long-term savings. Learn more in this article.

This early financial decision could prove helpful over time.

07/30/2026

Curious about your Social Security benefits? Use this simple calculator to help estimate your monthly amount.

This calculator estimates your monthly Social Security retirement benefits based on your earnings history and the age when you start to claim benefits.

07/28/2026

While life insurance can be a significant financial tool, it’s important to consider how life insurance proceeds can become taxable in certain situations, as well as how policy structure and maturity rules may impact what you or your beneficiaries ultimately receive.

07/23/2026

In recognition of Disability Independence Day on July 26, consider how illness or injury can impact your income and financial independence — and how disability insurance may help protect both.

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

07/21/2026

You might hear about “earnings season,” but do you know why it matters to investors? Discover how quarterly earnings reports can influence market movement and long-term investment decisions.

Earnings season can move markets. What is it and why is it important?

07/16/2026

Learn how Medigap policies help supplement Medicare coverage and why they may play an important role in managing health care costs in retirement.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

07/14/2026

Affluent investors face distinct investment challenges like concentration risk and scattered strategies that can impact long-term wealth.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

07/09/2026

Help keep your portfolio aligned with your goals — read more about how rebalancing works and why it’s an important part of staying on track financially.

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

07/07/2026

Learn how to recognize the warning signs of new Social Security scams and discover simple steps to protect your personal information and reduce your risk of fraud.

scammers using fake credentials to impersonate officials