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.
LPA Strategic Capital Announces New Branch
Over the years, LPA Strategic Capital has evolved to incorporate new approaches and processes designed to help our clients achieve their financial goals. As we have continued to build our business on referrals, it has expanded our relationships outside of New Jersey. In addition - many of our long-term clients have moved to the south, particularly as they retire. The Carolinas have been a very common destination.
With this in mind, we are writing to share with you some exciting news. Please join us in welcoming Coastal Strategic Capital located on Daniel Island in Charleston, SC to our firm. We believe they will be a great addition to our team and more importantly will bring a great deal of value to all of us.
NASA's asteroid-smashing spacecraft is just days away from hitting its target at a speed faster than a bullet
September 23, 2002
It's finally happening. After roughly a year of anticipation around NASA's Double Asteroid Redirection Test (DART), the mission will be executed on Monday night when the spacecraft is expected to crash into its target asteroid.
Polio Outbreak In New York Puts U.S. On List Of Countries Where Virus Circulates, CDC Says
September 14, 2002
The United States has joined the World Health Organization’s list of countries where polio is circulating owing to the spread of vaccine-derived virus in New York, the Centers for Disease Control and Prevention announced Tuesday, marking a new low for the country’s public health efforts and highlighting the dangerous consequences of the growing anti-vaccine movement.
Helpful Content
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
How Income Taxes Work
A quick look at how federal income taxes work.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Saving for College 101
Here’s a crash course on saving for college.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?