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Blog

Wade Arnold | Feb 28, 2024

Lessons from 2023’s Five Worst S&P 500 Stocks

As the rollercoaster of financial markets in 2023 came to a close, certain stocks stood out for all the wrong reasons. Among them were five notable names
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Wade Arnold | Feb 28, 2024

Get Your Healthcare Affairs in Order as You Approach Retirement

Healthcare is one of the more difficult areas to navigate as you get closer to retirement. With so much focus on saving enough for retirement and ensuring that
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Wade Arnold | Feb 28, 2024

A Taxpayer’s Guide to Exemptions, Deductions, and Credits

When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while
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Wade Arnold | Feb 28, 2024

Why Your Credit Score Matters in Retirement

Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit
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Wade Arnold | Jan 22, 2024

2024 Challenge of 401(k) Catch-Up Contributions

Retirement planning has become a puzzle of intricate legislation, and the recent changes brought about by the SECURE 2.0 Act have only added more complexity
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Wade Arnold | Jan 22, 2024

You want to start a business? Now what?

Starting a new business is no small feat. It involves several of steps, from the early planning stages to filling out the necessary legal documents. Here are 10
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Wade Arnold | Jan 22, 2024

4 Pre-Medicare Strategies for Managing Healthcare Costs

Planning for early retirement is great, but planning for healthcare coverage at the same time is sometimes more difficult. Healthcare costs are high, and
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Wade Arnold | Dec 22, 2023

Protect Yourself From Tax Identity Theft as You Approach Retirement

Tax identity theft is a serious type of fraud that affects individuals of all ages and stages of life. To steal a person's tax identity, a scammer uses that
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Wade Arnold | Dec 22, 2023

5 Financial Wellness Myths Surrounding Near Retirees

When people think of retirement, they often have an image formulated in their minds of what it will be like. The thing about it, the reality might not be what
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Wade Arnold | Dec 22, 2023

6 Tips for Reducing Social Security Taxes

Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors that determine how much pay SS tax you pay, depending on
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Wade Arnold | Dec 22, 2023

Financial Resolutions for Individuals Nearing Retirement

Getting close to retirement is exciting, but it often brings a little worry about your financial future. The closer you get, the more you may be concerned with
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Wade Arnold | Nov 20, 2023

5 Common RMD Mistakes That Could Ruin Your Retirement

As age 73 nears, it is critical that you begin considering how you want to handle the required minimum distributions (RMDs) you are obligated to withdraw from
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Allen TX 75013
214-785-7556

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Wade Arnold is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: KS, OK, TX.

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