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Blog

side view of a car
Alfred Rich | Jul 12, 2021

How to Finance Your Dream Car

Finance

Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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colleagues gathered around talking
Alfred Rich | Jul 8, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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stock image
Alfred Rich | Jul 5, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Man with glasses leaning against a wall
Alfred Rich | Jul 1, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Row of townhomes
Alfred Rich | Jun 28, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Married couple a bench staring at ocean.
Alfred Rich | Jun 17, 2021

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

FINRA Reviewed
Retirement
Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what
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Man hiking in desert.
Alfred Rich | Jun 17, 2021

8 Tips for Finding Balance Between Work and Life

FINRA Reviewed
Lifestyle
Family
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report
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Wing of plane in sky.
Alfred Rich | Jun 17, 2021

Helpful Life Insurance Advice You Can Use

Education
FINRA Reviewed
Insurance
Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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239-800-0003
al.rich@lpl.com

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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