LPL Financial
Kevin M. McVeigh, CPA
1864 Route 70 East
Cherry Hill,
NJ
08003
Phone:
- 856-528-2103
Fax:
- 856-528-2140
E-mail:
Newsletters
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The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Car Affordability
How much can you afford to pay for a car?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.