We believe that buy, hold, & hope is not an investment strategy
We create long-term financial partnerships that help foster peace of mind
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
Wealth Management System
Here at James Hendries/LPL Financial, we have a unique way of managing your money..
Your Goals Come First
Many workers have been dreaming of retirement since they first entered the workforce. However, once this retirement date draws near, the prospect of giving up your primary source of income may be nerve-wracking, even if you've diligently saved and planned. Below, we...
What is shifting income/timing income? Income shifting (also known as income splitting) may be defined as dividing income in a way that lowers overall taxes. Typically, income is shifted from higher-bracket taxpayers to lower ones. Income shifting can be a...
Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business, medical, and moving expense purposes for the second half of 2022. The standard mileage...
In March 2022, the U.S. House of Representatives approved the SECURE Act 2.0, a bill that will revise the rules for contributing to and withdrawing from retirement savings vehicles if passed by the U.S. Senate. Since the SECURE Act 2.0 has a similar version in the...
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