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Blog

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Alex Martell | Oct 7, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Alex Martell | Aug 22, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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Alex Martell | Aug 22, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Alex Martell | May 21, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Research Financial Group | Apr 10, 2024

Tax Tips And Team Introductions: What's New This Quarter

As April 15th approaches, it marks the deadline to file your income taxes as well as make contributions to your Roth IRA, Traditional IRA, or Health Savings

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A brain surrounded by circles representing brain waves
Alex Martell | Mar 14, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Alex Martell | Sep 21, 2023

As Seen In Fortune, Entrepreneur & Bloomberg Business Week

Balancing Act

At Research Financial Group, Financial Balance is defined as the achievement of success, not measured by dollars or wealth, but by

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LPL Research | Jul 19, 2023

LPL Financial Research Midyear Outlook 2023: The Path Toward Stability

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of

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A calculator and a pen on top of a graph
Alex Martell | Jun 8, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Alex Martell | Jan 11, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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A row of houses along a canal
Alex Martell | Nov 9, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Alex Martell | Nov 9, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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