LPL Financial

Stephen J. Meuris

68 Rockwood Court San Francisco, CA 94127

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.