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Blog

Man sitting on a park bench and working on a laptop
Lisa Taylor | May 2, 2023

Financial FAQs

Finance
retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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015-largethumb-a
Gary Deese | Oct 20, 2017

9 Facts About Retirement

History
Income

Tip: Nearly 80% of workers expect to work for pay in retirement, but only 29% of retirees actually have done so. 
Source: 2017 Retirement Confidence Survey

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9151194-Illustration-of-a-Newlywed-Couple-Driving-Away-Stock-Illustration-wedding-cartoon_0
Gary Deese | Sep 28, 2017

Prevent a Rift: Money Tips for Newlyweds

Budgeting
Marriage
Personal Finance

In a recent study, 88% of millennials admitted that financial decisions are a source of tension in their relationship with a spouse or partner. This could help

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elphant
Gary Deese | Sep 14, 2017

Social Security: The Elephant in the Room

Income
Inflation
tax
Work

 

For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of “FICA” and

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successful-crowdfunding-56a0a33a5f9b58eba4b254f6
Gary Deese | Aug 30, 2017

Crowdfunding—Capital for the 21st Century

markets

One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s pedestal. The publisher Joseph Pulitzer

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Big news
Gary Deese | Aug 21, 2017

Cogent Customer Loyalty Press Release

Customer Satisfaction
loyalty

LPL FINANCIAL AND ITS ADVISORS RANKS FIRST IN CUSTOMER
LOYALTY IN NEW STUDY BY COGENT REPORTS!

Read the Official Press Release here.
 

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Identity theft
Gary Deese | Aug 16, 2017

To Catch a Thief

Credit
Identity Theft
Personal Finance
Security

Many Americans have taken steps in recent years to protect their identity. However, one report found identity theft hit an all-time high in 2016, affecting an

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bucket
Gary Deese | Jul 25, 2017

A Bucket Plan to Go with Your Bucket List

Charity
Estate
estate strategy
Goal
Goal Setting
Heirs
Investment
Legacy

The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer

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strategy
Gary Deese | Jul 19, 2017

Revising Estate Strategy Assumptions

estate strategy
tax
Trust

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster

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Extra congrats
Gary Deese | Jun 29, 2017

Gary L Deese Recognized by LPL Financial as a Top Financial Advisor

Advisor
Award
Recognition

Gary L Deese Recognized by LPL Financial as a Top Financial Advisor

 

Lexington, SC —June 21, 2017 — Gary L Deese, an independent LPL Financial advisor at

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youngadults_iStock-510302774_sq
Gary Deese | Jun 20, 2017

U.S. Census Bureau Releases Report on Young Adulthood

Adulthood
Economics

In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years. The study looks at how the economic and demographic

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chess strategy
Gary Deese | Jun 15, 2017

Test Your Estate Strategy Knowledge

Estate
Test
 
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Office

416 W Main St
Lexington SC 29072

Contact Info

(803) 399-2000
lisa.taylor@lpl.com

     

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Securities are offered through LPL Financial, Member FINRA /SIPC.  Crescent Financial Group is an other business name of Independent Advisor Alliance, LLC.  All Investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

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