Sandra Gilpatrick

09/28/2026

I’ve run the numbers and done planning with my clients, but retirement is not only a financial event, it’s a psychological one. Click on my site in my bio and go to EVENTS for details and to register for Friday, October 2nd to join me.

09/23/2026

Thank you to all my peers at LPL Financial at the Women’s Regional Meetup in Boston for making today’s conference inspirational. I was delighted to give a 15 minute TED talk about my business to a wonderful room of women! We had the opportunity to learn from each other and there was a wealth of information in the room. It was the best attended of all the regions- go Boston🙌 Following up on one of my goals to be more visible, I am sharing this post.

09/15/2026

I was honored to speak at Wheaton College’s inaugural Weiss Women’s Leadership Institute and meet some wonderful students. They were eager to participate in my discussion about financial habits including budgeting , building credit scores, and practical knowledge I hope they will carry with them after they graduate. Thank you Kelsey Pickering , Ashley Noyes Wheaton College Massachusetts for hosting me.

08/03/2026

Did you know your designated beneficiaries on your retirement plans or insurance policies supersede your will? Remember to keep your beneficiaries current, especially after a life changing event✅

07/17/2026

What is the difference between domestic, international and global equities? Watch to see the difference in these investment terms to help give you clarity.

07/14/2026

07/13/2026

I’m starting a video series inspired from some basic questions one of my clients asked. If you have a financial subject you’ve been curious about please comment below. I love to know what questions might be on your mind.

07/05/2026

Trump Accounts officially launched on July 4th, 2026. Eligible children can receive a $1000 federal seed contribution for children born 1/1/25-12/31/28. Families can contribute up to $5000 per year. Accounts are designed for long-term wealth building and retirement savings. Accounts can be opened through TrumpAccounts.gov filing IRS Form 4547.

06/15/2026

Is holiday shopping a challenge? If you struggle with ADHD it may be. I spoke with Rachel Sykes, a licensed therapist (LMHC) and we discussed potential coping tools aiming to make your holiday shopping less daunting… and I hope more enjoyable🎁 LPL Financial is not responsible for the content provided by the non-affiliated professional.