John Barnes - LPL Financial Planner

(323) 306-7024

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

 

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Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

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Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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How Long Will Your Money Last?

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

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

College Savings

See how much you may need to save now to cover future college costs for your child.

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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?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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