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Keeping the Vacation Home in the Family

by Nick Houle
The family cabin often serves as a symbol of a family's history and values. It can be a source of family harmony and hold many fond memories, or it may be a source of sadness. MoreDownload PDF line

The Greenspan Put

by Tony Hallada
For the past two decades investors, business owners, and consumers have become somewhat complacent about recessions and market declines. Much of this attitude is due to Alan Greenspan, former head of the Federal Reserve Bank, and his infamous “put.” MoreDownload PDF line

Long-Term Care Insurance Partnership Programs

by Pamela Schlee Johnson
The cost of long-term care is substantial. Partnership programs can provide some peace of mind by helping people pay their long-term care bills and allowing them to retain more of their assets. MoreDownload PDF line

Timing Social Security Benefits

by Tom Ratelle
Baby Boomers are starting to ask an important question when considering their retirement: “When should I begin taking Social Security benefits?” MoreDownload PDF line

First Quarter Financial Summary

Negative news plagued the first quarter of 2008 and investors are showing signs of pessimism and anxiety. For an economic and market update, download LarsonAllen Financial’s quarterly newsletter. line

LarsonAllen Financial Considered One of the Six Best RIAs

"Clients pay us to lose sleep for them, so I worry for them," states Chuck Betz, principal with LarsonAllen Financial, in the November 2007 cover story of Investment Advisor. He also shares how LarsonAllen Financial’s business model stands out in the marketplace. MoreDownload PDF line

Red Zone or Golden Years?


by Jean Wolfe
I recall when retirement was viewed as the “golden years,” not this scary red zone. MoreDownload PDF

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LarsonAllen Financial, LLC Member FINRA & SIPC    

Fee based planning and Investment Advisory Services offered through LarsonAllen Financial LLC. an SEC registered Adviser. Certain employees of LarsonAllen Financial LLC are registered representatives of, and offer B/D securities through, ValMark Securities Inc., Member FINRA/SIPC. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201. LarsonAllen Financial LLC is a separate entity from ValMark Securities Inc.

All Broker Dealer clients of LarsonAllen Financial LLC and ValMark Securities Inc. may obtain information about Securities Investor Protection Corporation (SIPC) including the SIPC brochure, by contacting SIPC at www.sipc.org 202-371-8300.


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