Ryan Pinkerton-Financial Planner

Ryan Pinkerton-Financial Planner I help busy professionals, military, and small businesses pursue financial independence and build wealth Member FINRA/SIPC. FINRA.org and SIPC.ORG.

CA License #4068527

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the st

ates in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

07/13/2026

A qualified terminable interest property (QTIP) trust is a type of marital trust used most often with a bypass trust to maximize the use of both spouses' applicable exclusion amounts (the amount that can be sheltered from federal gift and estate tax by the unified credit). Perhaps more importantly,....

07/12/2026

In this special edition of Market Signals, LPL strategists share highlights from LPL Research’s Midyear Outlook 2026 publication released on July 7. They share key themes for stocks, bonds, and the economy that LPL Research believes will be determining factors of second half returns.

07/11/2026

A charitable lead trust is a trust with both charitable and noncharitable beneficiaries. It is called a lead trust because the charity is entitled to the lead (or first) interest in the trust property, and the noncharitable beneficiary receives the remainder (or second-in-line) interest. The operati...

07/10/2026

Here are some suggestions to help international travelers keep their trips on track.

07/09/2026

The term "marital and related trusts" refers to the several types of trusts that married individuals can establish to maximize use of their estate tax applicable exclusion amounts (the amount that can be sheltered from federal gift and estate tax by the unified credit) which, when combined with the....

07/08/2026

An irrevocable life insurance trust (ILIT), sometimes referred to as a wealth replacement trust, is a trust that is funded, at least in part, by life insurance policies or proceeds. If properly implemented, an ILIT can help minimize estate taxes and provide a source of liquid funds to your estate fo...

07/07/2026

The federal government provides tax relief to qualifying individuals in the form of tax credits. Tax credits are valuable because they are dollar-for-dollar reductions of your tax liability. In some cases, they may result in tax refunds. In general, the rules regarding tax credits are the same for m...

07/06/2026

Here are some things to consider when deciding between a fixed rate or adjustable mortgage.

07/05/2026

During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. As you approach retirement, you'll need to consider how to convert those savings into an ongoing income stream that will provide....

07/04/2026

Many states have enacted their own homestead laws.

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