LPL Financial - Dan Witham

You Can't Avoid AI. But Don't Let It Crowd Your Retirement Portfolio. Thinking about rebalancing? It makes a lot of sense, and could be especially important today.

Want to Dodge a Big RMD? Here's How to Donate to Your Favorite Charity Instead. Tax efficient donations means coping with an alphabet soup of RMDs and QCDs.

One Small Fortune, 36 Grandkids and an Inheritance Stuck in Limbo A family’s fight over a retirement account shows the pitfalls around updating beneficiary information

A millennial who's saved enough to take 'mini retirements' shares the mindset shift anyone can use to build wealth Steve Antonioni coined "Camp FIRE," a mini version of the financial independence movement. It involves saving a 'war chest" to allow yourself flexibility to make a career change or take a break. His money-saving advice is to treat your personal life like a business, viewing savings as profit.

Retirement Confidence Down Retirement confidence slipped in 2026 for both workers and retirees.

What Homebuyers Need to Know About Real Housing Wealth Homeownership builds wealth through forced savings, not soaring prices. This article explains the real returns on housing and what buyers must know before they purchase.

The Technical Edge: Markets in Focus Katie Stockton, founder of Fairlead Strategies, joins the LPL Market Signals podcast this week to share her disciplined, technically driven approach to navigating today’s markets. In the conversation, Katie breaks down her framework for analyzing price trends, momentum, and market breadth, offerin...

Where Successful Business Owners Can Quietly Get It Wrong At some point, every business owner may face the same realization: The business that created their wealth may also be the biggest risk to it.

Retirees Expect Their Home to Be a Financial Safety Net. They Shouldn’t. Older homeowners often can’t afford to maintain their houses or don’t understand the value in updating them. And that can mean thousands lost when they sell.

The Most Common Tax Traps in Retirement — and How to Avoid Them A little strategic planning will help your money go farther in retirement.