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

06/22/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

06/19/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

06/17/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

06/15/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

06/12/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

06/10/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

06/08/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

06/05/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

06/03/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.