Cassandra Spitzer, MBA, CFP - Financial Advisor at LPL Financial

06/01/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

05/29/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

05/27/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

05/25/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

05/22/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

05/20/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

05/18/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

05/15/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

05/13/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

05/11/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase