John L. Porro, Jr., CFP

John L. Porro, Jr., CFP Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC, www.finra.org, www.sipc.org

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.johnporro.com

What did it take to become the richest man in Babylon?
10/10/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
10/09/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

You’re the conductor of your 401k, IRA and taxable savings.
10/08/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
10/07/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
10/06/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Saving for college doesn’t have to be as complicated as college itself.
10/05/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
10/03/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

There are billions in unclaimed dollars in the US. Is some of that yours?
10/02/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
10/01/2026

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.

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and non...
09/30/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

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