Carli Lippa, Financial Professional at Prudential

03/27/2023

Last year was the hardest year I’ve had to experience in my life, to say the least. I’ve never felt so lost and broken, all the while trying to navigate my way through a new career. I wouldn’t have ever thought that my job would be the support system that I needed to get through and continue to push. It was here I met some of the most supportive friends I have ever had, as well as began rediscovering my self-worth through being able to help others. Thank you all for your continual guidance and positivity that keeps me going every day, and the roaring applause you all gave me when I was announced A Class Leader for the Rochester Office at our Empire Branch Awards Ceremony ( #1 Branch in the Country). I want to remind everyone that when you take a chance on yourself and surround yourself by people who genuinely believe and care about you, you will succeed no matter what. Here’s to an even brighter 2023!

03/14/2023

We would like to congratulate our clients Christine and Frank on the opening of their dog park Woofs! It's beautiful to see dreams come to fruition, and with dedication and hard work, these two were able to accomplish just that. Their passion for animals and desire to create a welcoming community for dog owners to build relationships in, is unmatched. We are very fortunate to have met such an incredible network and watch them create such a strong organization. For more information on how you and your pups can join the fun, please visit their websites below!
https://www.facebook.com/woofscc

https://www.woofscc.com/?fbclid=IwAR2fxZeR-MNBuyNSR_Bme6neIWVcFCMo5MkBa_ubJqCobB8Cp1CWGqzk9Ao

02/11/2023

While a post-secondary education can be expensive, there are many options to help manage or cover the costs. Reach out to me so we can discuss how to effectively plan for this expense during this month dedicated to Financial Aid Awareness.

12/01/2022

If you qualify for Biden's $10,000 in student loan forgiveness, congratulations! Consider five important ways you can use this gift to improve your financial future.

Erasing "debt." Getty Images You’ve likely heard about the student loan forgiveness announcement from President Biden. Key Takeaways This could be

11/28/2022

Check out the LPL's Market Signals Podcast "U.S. Equities Make Technical Progress as Commodity Market Leadership Changes".

Learn more as LPL Research breaks down the market implications from the latest developments surrounding China and domestic inflation.

11/12/2022

You have more reasons to save for retirement. As of 2023, plan participants can contribute up to $22,500, a $2,000 increase from the previous year. The chart below outlines other key contribution limits recently announced by the IRS. https://eqtble.co/3Wp49PB

10/26/2022

Planning for long-term care can be a challenging conversation to have, yet necessary given the high costs for it. This article discusses how most Americans aren’t prepared to handle potential long-term care expenses, and how to help you ensure you’re covered without draining your financial resources. Let’s review the options.

This is an IndustryDive article discussing how Americans are not prepared for long term care expenses and how it should be part of their retirement plan.

09/27/2022

If you're leaving your job, you'll need to make a decision about what to do with your 401k. Learn more about your options.

When you quit a job, you typically have to decide the fate of your 401k. In some cases, the idea of cashing the account out might be particularly

09/19/2022

Life insurance does more than just protect loved ones. It can be used in other ways beyond a death benefit. This article discusses 4 things that you may not have known regarding life insurance. Let’s discuss how life insurance can help provide you peace of mind.

Image source: Getty Images There are certain expenses we're all used to paying for every month, like rent, utilities, and food. And if life insurance

09/13/2022

Check out LPL Research’s Global Portfolio Strategy "Strengthening Home Bias with Emerging Markets Downgrade".