Curtis Malone, Vice President Wealth Management, LPL Financial

Curtis Malone, Vice President Wealth Management, LPL Financial Helping individuals and families simplify retirement and financial planning so they can feel more organized, informed, and confident about the future.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
09/07/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help yo...
09/06/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

I look forward to helping you pursue your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon.  Together we will create a customized plan focused on your financial goals.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
09/04/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

I look forward to helping you pursue your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon.  Together we will create a customized plan focused on your financial goals.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
09/02/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
08/31/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Stay ahead this year with this handy Personal Finance Calendar.
08/30/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

It’s possible to avoid these classic retirement traps, with a little preparation.
08/28/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

M0 is the total of all physical currency worldwide. What’s it look like?
08/26/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

The savings rate is the government’s estimate of how much U.S. households are saving.
08/24/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Address

5910 University Avenue
West Des Moines, IA
50266

Telephone

+15153361316

Website

Alerts

Be the first to know and let us send you an email when Curtis Malone, Vice President Wealth Management, LPL Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Curtis Malone, Vice President Wealth Management, LPL Financial:

Shortcuts

Share

Category