LPL Financial
Kevin M. McVeigh, CPA
1864 Route 70 East
Cherry Hill,
NJ
08003
Phone:
- 856-528-2103
Fax:
- 856-528-2140
E-mail:
Newsletters
-
The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
-
Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
-
Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?