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Planning Ahead Pays Off: 5 Year End Tax Strategies for Small Business Owners
Tax planning preparations include small-business owners taking necessary measures to optimize their taxes by taking advantage of deductions and benefits. Here is a brief tax planning overview for small-business owners preparing for tax...
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Why Staying Active in Retirement Pays Off for your Health and Your Finances
More often than not, retirees have retirement concerns that focus on their goals and whether or not they have the finances to work towards those goals. Since finances and other important matters tend to occupy the mind during...
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Why Starting Early Matters: 8 Steps to Get ahead of Year End Planning
Preparing during the fourth quarter to review your plans, make decisions, and take appropriate actions may help manage year-end financial planning. Early fall is a practical time to review your finances, organize your records, and look...
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Charitable Giving and Year End Planning: What to Review Before Q4
Charitable giving is often included in year-end financial planning because of its connection to tax reporting and documentation requirements. While many contributions tend to be made in November and December, early fall provides time...
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Mental Wellness is an Investment: 4 Ways to Build Reserves for Life's Stressors
Are you feeling exhausted? Burnt out? When you feel that you are mentally done and have little to look forward to in life, odds are your mental health bank is dangerously low. Your mental health bank functions in a similar way to your...
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Father's Day Q&A with Sam Shaw
I hope my kids learn that money is a tool, not a solution for happiness. I want them to value hard work, saving, investing, and long-term thinking, but I also want...
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A Comprehensive Guide to Charitable Giving and Year-End Planning
Charitable giving is often included in year-end financial planning because of its connection to tax reporting and documentation requirements. While many contributions tend to be made in November and December, early fall provides time...
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From High Income to High Net Worth: How Advisors Can Drive Wealth Preservation
The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with...
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A Guide to Financial Wellness: 8 Steps for Effective Generational Wealth Transfer
Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing...
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Why a Summer Emergency Fund Matters: Prepare for Seasonal Surprises
Summer is the season of fun and relaxation, but it can also be a time of unexpected expenses. From last-minute vacations to sudden home repairs, these months can often put a strain on your finances. That’s why it’s important to build...
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401K Options for Small Businesses: What you Need to Know
Regardless of the business's size, small business owners have 401(k) retirement savings plan options that may be suitable for their situation. Business owners must plan for retirement by utilizing retirement savings vehicles that may...
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Spreading Good Cheer Through All the Year: How to Make Giving Back a Habit
Every year, the holiday season inspires a beautiful wave of generosity. Donations surge. Volunteer sign-ups spike. People go out of their way to support those in need or brighten someone’s day. But what if that spirit of giving didn’t...
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Creating a Legacy of Change through Charitable Giving
Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous organizations. Over time, best practices for charitable giving have evolved. Learn more.
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Forbes Recognizes Dan Wilburn as a Best-In-State Wealth Advisor
VALPARAISO, IN — April 22, 2025 – Dan Wilburn, an independent LPL Financial advisor in Valparaiso, IN, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the...
Read MoreDAN WILBURN HONORED AS ONE OF LPL FINANCIAL'S TOP FINANCIAL ADVISORS
Valparaiso, IN -— February 10, 2022 — Dan Wilburn, an independent LPL Financial advisor at R. B. Smith Company in Valparaiso, today announced his inclusion in LPL’s Chairman’s Club. This elite award is presented to less than 4% of the...
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