Building Wealth Newsletter

July/August 2019
262-796-4515
[email protected]


4th of july hot air balloonIs it time to declare your financial independence?

Financial independence is freedom from the financial obstacles that are keeping you from living life on your own terms. If you were to become financially independent, how would your life change?

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donateCharitable giving after tax reform.

Here are some things you should know about charitable giving after tax reform.

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procrastinationWhy not do it now? New research on procrastination.

Procrastination can be frustrating in the short term for even the simplest tasks. But it can have far-reaching effects on important activities and decisions such as completing work projects, obtaining medical treatment, and saving for retirement.

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tax witholdingHave you checked your tax withholding lately?

You should check your tax withholding periodically to make sure you have the right amount withheld.

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inflation chartInflation variation. Eroding purchasing power.

This chart shows the annual rate of inflation, based on change in the Consumer Price Index.

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No strategy assures success or protects against loss.
LPL Financial office located at 2775 S. Moorland Rd., New Berlin, WI 53151 (262) 796-4515.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.

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