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What We Think


RESOURCES:
EVENTS AND COMMENTARY:

  • B.I.O.N.I.C: Over the years, the Team at Financial Dynamics, LLC has been an active force in our community, donating expertise, time and money to well-managed organizations that have an impact and to causes we believe in. The list of recipients is long. This year, we are excited to bring one of our favorite organizations to your attention. Read More>
  • CARES Act and SECURE Act: In recent months, two pieces of legislation have passed that relate to Retirement Plans (Secure Act) and the Coronavirus (CARES Act). Listed below are just a few of the key components that may affect your plans. Read more>
  • Congratulations Chris on completing your CASL® designation! The CASL® (Chartered Advisor for Senior Living) is “recognized as the top designation in the industry and the most comprehensive education curriculum of its kind, the CASL® credential meets all regulatory standards in all 50 states”.- The American College website. Read More.
  • Congratulations Adam on completing your Retirement Income Certified Professional®. The RICP® educational curricula is a complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three course credential helps advisors master retirement income planning, a key focus area. From retirement portfoio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.
  • Digital Estate: Your on-line footprint represents an asset – a digital asset. How do you preserve it as part of your legacy? Read More >
  • Password Management: Think about computer passwords as you do keys on your key ring. Do you use the same key for your residence, your automobiles, your locker at the club and the safety deposit box at your bank? Read More >
  • Documents to Prepare for the College Bound: The savings plan, implemented 18 years ago, has worked. The college applications and financial aid forms have been completed. The letter of acceptance to the university has been received. Her Toyota Corolla is packed with Abercrombie & Fitch. Your Mastercard is in her wallet. She is fired-up and ready for the cross-country road trip to start Freshman Orientation. Now is the time to finish the planning. Read More >

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QUOTE TO LIVE BY:

"Success is not the key to happiness. Happiness is the key to success."
- Albert Schweitzer




The information being provided is strictly as a courtesy. These individuals or outside entities are not affiliated with, nor endorsed by LPL Financial. When you link to any of the web sites provided here, you are leaving this web site and assume risk. We make no representation as to the completeness or accuracy of the information provided at these web sites.





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