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Blog

Mark Durham | Apr 26, 2025

Estate Tax Changes in 2025

Estate Plan
tax planning

Understanding the anticipated changes in tax laws and regulations in 2025 will become increasingly crucial. One area that requires attention is the estate tax

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Mark Durham | Apr 26, 2025

Should You Be Concerned About the State of Social Security?

Social Security

Social Security, established in 1935, provides financial benefits to the elderly, disabled, and disadvantaged groups. However, there are concerns regarding its

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Mark Durham | Apr 26, 2025

How a 529 Plan Can Benefit You: Estate Planning and Wealth Transfer

529s
Estate Plan
Education Funding

A 529 plan may offer multiple benefits as part of an estate planning and wealth transfer strategy. It is a tax-advantaged savings plan that encourages saving

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Mark Durham | Apr 26, 2025

Smart Strategies for Staying Ahead in Uncertain Markets

markets

Over the past few years, the market has appeared to be on a rollercoaster, providing investors with moments of excitement followed by heart-palpitating anxiety

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Mark Durham | Mar 20, 2025

Old 401(k), New Tricks: 6 Tips for Rolling Over Your 401(k)

401(k)s

The average American worker will change jobs more than once in their lifetime. While there are multiple options such as leaving your 401(k) in your former plan

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Mark Durham | Mar 20, 2025

Financial Planning in Today’s Fast-Paced World

Financial Planning

In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth. The decisions you make today could

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Mark Durham | Jan 31, 2025

How To Factor Taxes Into Your Retirement Planning

Retirement
tax planning
Financial Planning
Planning for retirement isn't just about saving money; it's about living comfortably on what you've saved. Don't let surprise tax bills diminish your nest egg
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Mark Durham | Jan 31, 2025

What’s New for RMD Requirements

RMD
Retirement
This article overviews RMD requirements and how to circumvent IRS penalties.
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Mark Durham | Dec 31, 2024

Think You Know Retirement? Take Our Five-Question Quiz

Retirement
Think you know the ins and outs of your retirement accounts? Test your knowledge with our five-question quiz.
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Mark Durham | Dec 31, 2024

Death and Taxes: What to Know About Estate and Inheritance Taxes

Estate Plan
tax planning
Curious about estate and inheritance taxes? Learn how these taxes work, who pays them, and strategies to minimize their impact, ensuring you can leave more to
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Mark Durham | Dec 11, 2024

Outlook 2025: Pragmatic Optimism

market insights
markets
market outlook

Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks

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Mark Durham | Nov 27, 2024

Make the Most of Your Tax Write-Offs for Giving Tuesday

tax planning
charitable giving
This Giving Tuesday, make your donations count! Our latest blog shares quick tips on making the most of your charitable contributions and tax deductions. Giving
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  (817) 681-8609

 mark.durham@lpl.com
   

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