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Suite 108
Edmonds, WA 98020

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LPL Financial

(425) 670-6595

 

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 
 
Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

What If Your Kids Decide Against College?

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Saving for College 101

Here's a crash course on saving for college.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

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

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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