LPL Financial - Ric Postle

LPL Financial - Ric Postle I act as a personal CFO (chief financial officer) in helping my clients grow income, protect assets, and control taxes through a "client first" approach.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
07/06/2020

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
07/04/2020

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Here are a few key factors to consider when naming an executor for your estate.
07/03/2020

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Learn more about whether you need to pay estimated taxes.
07/01/2020

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

If you'd like to participate in emerging markets, what are your options?
06/29/2020

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

Thinking of volunteering in retirement? Some considerations.
06/27/2020

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Every year the IRS releases a list of tax scams: Read and beware.
06/26/2020

Every year the IRS releases a list of tax scams: Read and beware.

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Check out this video on taxes.
06/24/2020

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
06/22/2020

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

With increasing wealth comes unique financial challenges.
06/20/2020

With increasing wealth comes unique financial challenges.

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

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
06/19/2020

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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