A/D Juicebox Bloom With Us! (July 13th)

A/D Juicebox Bloom With Us!

We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates.

This material is for general information only and is not intended to provide specific advice or recommendations for any
 individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive 
outcomes. Investing involves risks including possible loss of principal. 
 
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and 
broker-dealer (member FINRA/SIPC). 

Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice 
from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL 
Financial makes no representation with respect to such entity.

Securities and insurance offered through LPL or its affiliates are:

How can my child find scholarships for college?

Besides the colleges your child is interested in, the scholarship world is wide open. Virtually thousands of scholarships are offered each year by the federal government, individual states, and a wide variety of local, state, and national organizations. Although it is impossible to research them all, a tailored search is possible.

Transferring Your Family Business

As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on whether you plan to retire from the business or keep it until you die.

2026 IRA and Retirement Plan Limits

Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2026.

Will Tax Law Changes Impact Your Giving Strategy?

You may donate money to charitable organizations throughout the year, simply because you wish to support causes that you care about. However, beginning in 2026, a new set of tax rules will determine the deductibility of your donations and might affect how much you can afford to give — for better or worse.

Cost Increases at Private Colleges Outpaced Public Colleges in 2025-2026

Every year, the College Board releases new college cost data and trends in its annual report. The numbers represent average costs for in-state public colleges, out-of-state public colleges, and private colleges and are based on a survey of approximately 4,000 colleges across the U.S.

Getting Started: Establishing a Financial Safety Net

In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can help ensure that you’re prepared when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool of readily available funds that can help you meet emergency or highly urgent short-term needs.

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A/D Juicebox Bloom With Us! (July 13th)