Articles From Lumsden McCormick Financial Services

In this article, we'll explore five tax-efficient investment strategies for high-net-worth individuals that can help you make the most of your portfolio.

As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor.

Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have.

Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident in their ability to fully retire with a comfortable lifestyle.

"Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?"

If you have built up company securities within your employer-sponsored retirement plan, you may find yourself with a range of choices when the time comes to take a distribution.

At first glance, ETFs have a lot in common with mutual funds.

For investors who are looking to diversify their mutual fund portfolio with exposure to companies located outside the U.S., there exist two basic choices: A global mutual fund or an international mutual fund.

Some states only allow it as a factor for property insurance like auto and homeowners insurance. Other states allow it to be used with any type of insurance.

As you approach retirement, you may find yourself thinking about the legacy you want to leave behind. For many, this isn't just about passing wealth on to loved ones—it's about positively impacting the world around them.