LPL Financial- Robin C. Ballard - Registered Principal
Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.
I'm here to help educate you about the basic concepts of financial management; to help you learn more about my office; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update information, and wouldn't want you to miss any developments in the area of personal finance.
Newsletters
-
What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
-
What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
-
Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
-
Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
