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LPA Strategic Capital

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Volatility Can Be Such A Drag Speculating vs. Investing Saving for College & 529 Plans Our Team. The Cost of Procrastination
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Our Team of Financial Advisors

As a fiduciary, our first priority is helping you take care of yourself and your family. 

Based in Freehold, New Jersey, with a network of clients across the country, we are a group of experienced financial advisors with the aim of turning your dreams into plans. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.


About Us

How Your Small Business Can Make A Mighty Impact

August 1, 2019

No business is too small to do good.

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How High Earners Are Maximizing This Unique Tax Loophole For Education Funding

August 9, 2019

Regardless of how much money you have, one thing is clear: funding college education is an expensive endeavor.



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Helpful Content

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Top New Digital Tools for Small Businesses

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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