Michael Otradovec - Financial Advisor, LPL Financial

As we enter the final stretch of 2024, what is one small step can you take today to move closer to achieving your financial goals?

For many investors, a 401(k) is the cornerstone of their retirement income strategy. When did you last review your plan? Let’s connect to help ensure your 401(k) investments are aligned to your retirement goals.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

What goals have you set to create a happy and healthy life for you and your loved ones?

Market volatility can often be uncomfortable. To help provide some perspective on today’s market activity, read today’s After the Close from .

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Geopolitical unrest, record debt levels, inflation, interest rates… Are you worried about how today’s environment is affecting your financial wellness? Let’s discuss the characteristics of different investment options and how to analyze whether they could potentially align with your long-term financial goals.

“History, a little perspective, and a well-thought-out investment strategy usually go a long way in helping investors navigate the expected and sometimes unexpected turbulence that routinely develops across financial markets — particularly in August.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

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The duration of an average long-term disability claim is 34.6 months, according to the Council of Disability Awareness. How would you maintain your lifestyle if you couldn’t work for that long? Let’s talk about planning like you would for other emergencies.