Alex Herr - LPL Financial Advisor

Alex Herr - LPL Financial Advisor We can help you reach them with a personalized financial plan.

Whether you’re just starting out, well on your way to living your dream, or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals.

Expanding the family through birth or marriage is the third most common reason Americans have set up wills. However, man...
12/26/2025

Expanding the family through birth or marriage is the third most common reason Americans have set up wills. However, many parents in the U.S. still lack a will to name a guardian for their children. When changes come to the family, updating your strategy becomes super essential!

Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

Happy Holidays ✨Wishing you joyful moments, grateful hearts, and peaceful days this season. ❄️ May the weeks ahead bring...
12/22/2025

Happy Holidays ✨
Wishing you joyful moments, grateful hearts, and peaceful days this season. ❄️
May the weeks ahead bring warmth, celebration, and time with those who matter most.

12/21/2025

❄️Winter is a beautiful season, but it can also be demanding on your body and mind.

Between shorter days, colder temperatures, and packed schedules, remember to prioritize your well-being. A little self-care goes a long way during the busy holiday season.

You’ve got this.

Although having a child is the fifth most common reason people consider starting an estate strategy, most parents with k...
12/18/2025

Although having a child is the fifth most common reason people consider starting an estate strategy, most parents with kids under 18 still don't have estate documents. It’s time to consider getting the documents together for you and your family!

Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

In 2022, over half of Americans recognized the importance of estate strategy, but findings from a 2025 study show that m...
12/11/2025

In 2022, over half of Americans recognized the importance of estate strategy, but findings from a 2025 study show that more than 50 percent don't have a will today. If that applies to you, today’s the day to turn that around!

Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

Estate management can be a difficult subject and an uncomfortable conversation. That said, getting your estate on track ...
12/04/2025

Estate management can be a difficult subject and an uncomfortable conversation. That said, getting your estate on track can be vital for the well-being of your family. Not convinced?

Unfortunately, too many people have either put off this task or let the discomfort overwhelm them.

The good news is that you can change that today.



Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

🌍 It's Giving Tuesday!A global celebration of generosity and community. Whether you're donating time, money, or kindness...
12/02/2025

🌍 It's Giving Tuesday!

A global celebration of generosity and community. Whether you're donating time, money, or kindness, every act counts.

Let today be a reminder that even the smallest gestures can make a meaningful difference.

At times, 2025 felt like an extraordinary year for stock investors. From tariff uncertainty to international tensions to...
12/01/2025

At times, 2025 felt like an extraordinary year for stock investors. From tariff uncertainty to international tensions to drama at the Fed, 2025 felt like no other year before. But in hindsight, 2025 was pretty ordinary. In fact, from a volatility perspective, there was nothing special about 2025 at all. In fact, through November, there were three drops of five percent and one drop of more than 20 percent. Both numbers generally line up with historical trends.

12/01/2025

🖥️ Cyber Monday is here 🖥️

Online deals are everywhere, but so are digital risks.

Before diving into the sales, take a moment to pause and protect your personal info. Smart shopping means staying aware, not just scoring the best price.

Stay safe out there! 💳

Happy Small Business Saturday! Today, we celebrate the innovators and entrepreneurs who drive our local communities. You...
11/30/2025

Happy Small Business Saturday! Today, we celebrate the innovators and entrepreneurs who drive our local communities. Your support makes a tangible difference.

❓ What's a favorite local small business you highly recommend?

Today may be about turkey and the Big Game, but I’d like to take a moment to thank you for allowing me to be part of you...
11/28/2025

Today may be about turkey and the Big Game, but I’d like to take a moment to thank you for allowing me to be part of your financial journey.

Whether we connected years ago, recently, or you’ve seen me show up on your feed, I’m so grateful!

And before you dive into your festivities, have you wanted to connect with a financial professional? Send me a DM or comment the word “Turkey,” and we can connect soon.

Black Friday deals are everywhere, but not all of them are worth your money.This season, try a new kind of strategy:📌 St...
11/28/2025

Black Friday deals are everywhere, but not all of them are worth your money.

This season, try a new kind of strategy:
📌 Stick to your budget
📝 Make a list (and don’t deviate!)
🤔 Ask: “Do I really need this?”
🔕 Mute the hype until the dust settles

These small habits can go a long way in helping you feel more confident and in control during a high-spend season.

Address

2424 Rimrock Rd, Ste 100
Madison, WI
53713

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