Curtis Malone, Vice President Wealth Management, LPL Financial

Curtis Malone, Vice President Wealth Management, LPL Financial Helping individuals and families simplify retirement and financial planning so they can feel more organized, informed, and confident about the future.

If you thought that payouts from life insurance are tax-free in all cases, think again.
06/14/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

What do you need to know when the market experiences volatility?
06/12/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
06/10/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

It isn't whether you should have auto insurance - it's what kind you should have.
06/08/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
06/07/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

The key to healthcare in retirement might be a patchwork of different choices.
06/05/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

I look forward to helping you pursue your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon.  Together we will create a customized plan focused on your financial goals.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
06/03/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
06/01/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Learn more about whether you need to pay estimated taxes.
05/31/2026

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.

Address

5910 University Avenue
West Des Moines, IA
50266

Telephone

+15153361316

Website

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