New graduates are entering into one of the toughest job markets in recent history with unemployment rates for recent grads hitting 5.8% compared to just 4% for all workers. So, it's a crucial time for young people to make smart financial moves. I want to bring in Dena Healey who is the Prize Financial Vice President of Financial Planning and Advice.Great to have you here in studio with us. You have four pillars of advice for new graduates. Study your benefits, establish a strong credit history, develop a bu ...

The new year is a great time to revisit your financial plan and make sure all aspects of your financial house are in order. Join the Insights from Fidelity Wealth Management℠ team as we address this broad subject. Specific topics we'll cover include: - Choosing short, medium, and long-term goal and strategies for achieving them - Creating plans for unexpected events like market volatility, job loss, and inheritance - Ensuring your investment strategy and asset allocation are aligned with your goals - Tax ti ...

Core Insights - LPL Financial LLC has launched WealthVision Essentials, an integrated financial planning tool aimed at enhancing the services of its financial advisors [1][3] - The new platform is designed to provide easily accessible financial planning software and tools for holistic financial guidance [1][3] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and approximately 1,200 financial institutions [5] - The firm services and custody approximately $1.7 trillion in brokerage and advisory assets on behalf of around 6 million Americans [5] Advisor Insights - A study revealed that 175 of LPL Financial's top 10% of advisors utilize comprehensive solutions beyond portfolio management, leading to increased service offerings [2] - These top advisors are 53% more likely to provide estate planning, 41% more likely to offer tax planning, 28% more likely to consult on retirement plans, and 17% more likely to provide insurance [2] Product Features - WealthVision Essentials includes stand-alone planning modules for quick financial plan creation, an interactive client portal for enhanced communication, and seamless integration with LPL's ClientWorks platform [4][8] - All LPL financial advisors will have access to this advanced financial planning software at no additional cost, with onboarding scheduled throughout Q2 2025 [4]

The first quarter is a great time to connect with your financial advisor to reflect on the past and discuss the future. An in-depth conversation about annual tax rules, budgets, investment performance, and the year ahead can reveal insights and needed adjustments for your financial plan. You can initiate that conversation with the seven expert-recommended questions below. Learn more: What is a financial advisor, and what do they do? No. 1: Do I need to make a fourth quarter tax payment by January 15? ...