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Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 

Links are being provided for information purposes only. LPL Financial and Oak Tree Financial Services are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. LPL Financial and Oak Tree Financial Services are not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Featured Content

Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
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A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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