LPL Financial - Chesterfield, MO

10/09/2026

Successful families often discover that tax planning, estate planning, and investing shouldn't exist in separate conversations.

When these strategies work together, they can better support family goals, charitable objectives, business interests, and long-term wealth management priorities.
https://www.lplmycfo.com/blog/coordinating-tax-estate-investing-strategies-complex-households

10/08/2026

As a reminder, October 15 is the final deadline for individuals who filed a 2025 federal tax extension.

10/07/2026

LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook. Read your Weekly Market Commentary here: https://www.lplmycfo.com/weekly-market-commentary

10/02/2026

A liquidity event can create tremendous opportunity, but without proper planning, taxes, investment decisions, and lifestyle changes can quickly become overwhelming.

The best time to prepare is before the check arrives.
https://www.lplmycfo.com/blog/advanced-planning-for-liquidity-events

09/30/2026

LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry. Read your Weekly Market Commentary here: https://www.lplmycfo.com/weekly-market-commentary

09/25/2026

The end of the year has a way of sneaking up on all of us.

That's why now is a good time to take a closer look at your income, retirement accounts, tax withholding, and any important deadlines that could affect your financial picture.

https://www.lplmycfo.com/blog/prepping-for-year-end-tax-planning-what-to-review-before-q4

09/23/2026

LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts. Read your Weekly Market Commentary here: https://www.lplmycfo.com/weekly-market-commentary

09/18/2026

Healthcare enrollment deadlines have one thing in common with business deadlines. They are easy to ignore right up until they become urgent.

Open enrollment, Medicare reviews, HSA contributions, and FSA balances deserve attention before year-end arrives. A few minutes today could save a lot of scrambling later.

https://www.lplmycfo.com/blog/healthcare-deadlines-and-year-end-tasks-what-to-review-before-q4

Healthcare planning is a key part of year-end financial preparation. Many healthcare-related decisions follow strict timelines that align with the calendar year, and missing these deadlines may limit the options you have available...

09/16/2026

LPL Research reveals what past rate-hike cycles can teach investors and why today's market backdrop remains supportive. Read your Weekly Market Commentary here: https://www.lplmycfo.com/weekly-market-commentary

09/11/2026

Many charitable contributions occur during the final weeks of the year, but waiting until December may create unnecessary pressure.

A more strategic approach starts now. Reviewing giving goals, donation methods, and tax considerations before Q4 may provide more flexibility and fewer surprises.

https://www.lplmycfo.com/blog/charitable-giving-and-year-end-planning-what-to-review-before-q4