Michael Gimlin - LPL Financial

07/18/2025

529 Plans aren't Just for the Rich, Give Your Child the Gift of a Debt-Free Future! 🎓

Did you know you can save for college TAX-FREE with a 529 plan?

✅ Tax-free growth & withdrawals for education
✅ High contribution limits
✅ Use at universities, trade schools, & even K-12 tuition
✅ Low impact on financial aid

It’s never too early to start. The earlier you save, the more your child can graduate without crushing student loans.

💡 Ready to secure your child’s future?
Learn how a 529 plan can help you build an education fund without the stress.

05/29/2025

Retirement should be a time of freedom—not financial stress.

If you're nearing retirement, now is the time to make smart moves to protect your future. As a trusted financial advisor, I specialize in helping individuals like you transition into retirement with confidence and clarity.

Let’s create a personalized retirement plan that works for you.

Call or Email me to schedule your FREE retirement readiness consultation today.

Call: 716-839-1434
Email: [email protected]

05/28/2025

Sign Up: https://www.themarketneversleeps.com/events.htm

Join us for an evening of valuable insights and great food!
Whether you're planning for retirement, looking to grow your savings, or just want to make smarter money moves, this seminar is for you.

📅 Date: Wednesday, July 30, 2025
🕕 Time: 6:30 PM
📍 Location: Transit Valley Country Club, 8920 Transit Rd,
East Amherst, NY 14051
🍽️ Dinner: Complimentary full-course meal provided

What You’ll Learn:
✅ Proven strategies to build and protect your wealth
✅ How to plan for a secure and comfortable retirement
✅ And more!

Seats are limited—RSVP today to reserve your spot. Bring a friend or loved one!

📞 Call 716-839-1434 or
📧 Email [email protected] to register.

We look forward to seeing you there!

Sign Up: https://www.themarketneversleeps.com/events.htm

Financial Advisor with LPL Financial.

05/23/2025

Read More: https://www.themarketneversleeps.com/blog.htm?ID=17218

President Donald Trump is back with another sweeping tax proposal he's dubbed the "Big Beautiful Tax Bill" — a plan that builds on his 2017 tax cuts with even more aggressive changes aimed at workers, families, and small businesses. Whether you're a tipped worker, a small business owner, or just someone curious about how the tax code could change, here's a breakdown of what’s included in the latest GOP tax vision.

Read More: https://www.themarketneversleeps.com/blog.htm?ID=17218

04/02/2025

LPL Research discusses the insights that a fund or manager's rolling returns can provide compared to its trailing returns.

03/31/2025

The Dow Jones dived 400 points on President Donald Trump's looming tariffs. Nvidia, Palantir and Tesla sold off sharply.

03/31/2025

LPL Research discusses how markets continue to struggle with trade uncertainty ahead of this week's big tariff announcements.

03/18/2025

LPL Research explores the market correction, what signals imply selling may be over, and why solid fundamentals should provide a backstop from a bear market.

03/11/2025

LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge.

03/06/2025

When you hear the term "bonds," it might sound a bit technical or even intimidating. However, bonds are one of the fundamental investment tools used by individuals, companies, and governments. In this blog post, we’ll break down what bonds are, how they work, and why they might be a smart investment choice for you.

Read More: https://www.themarketneversleeps.com/blog.htm?ID=16953

03/04/2025

Dow Jones futures dropped Tuesday as President Donald Trump's tariffs went into effect, sparking retaliation. Nvidia and Tesla sold off.