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.
What is a Beaver Moon, and when can you see it?
November's full moon, also known as the "Beaver Moon," will shine bright in the sky on Sunday night.
The moon will reach peak illumination at 4:16 a.m. ET on Monday morning, according to NASA. It will look like a full moon until Tuesday morning. The Pleiades star cluster will appear to the lower right of the full moon, but it may be masked by the moon's brightness.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
U.S. Personal Savings Rate
What can be learned from the savings rate?
This article provides a checklist of steps to take if you experience a data breach.
In the face of divorce, making changes to insurance coverage may be overlooked.
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Keys to preparing to grow wealthy together.
For many, retirement includes contributing their time and talents to an organization in need.
It sounds simple, but paying yourself first can really pay off.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
When you retire, how will you treat your next chapter?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.