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Blog

Brian Cody | Feb 2, 2023

Ten Ways to Stretch Your Money

Savings

We all want more money, and many of us would like to work less, as well. This may seem like a dilemma, yet there is a solution. One way to increase money

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Brian Cody | Jan 26, 2023

The Importance of Financial Wellness

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and
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Brian Cody | Jan 19, 2023

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need
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Brian Cody | Jan 18, 2023

HOW THE SECURE ACT 2.0 COULD CHANGE THE WAY YOU SAVE FOR RETIREMENT

Retirement
Investments

The pending legislation for the proposed retirement reform, better known as the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0, is

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Brian Cody | Jan 18, 2023

12 Things Investors Need to Know about the SECURE Act 2.0

Investments
Retirement

In late 2019, SECURE Act was passed as a way to help Americans save more for their retirement. In March 2022, the SECURE Act 2.0 has passed in the U.S. House of

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Brian Cody | Jan 12, 2023

How to Balance Your Professional and Personal Life

It’s easy to carry the stress of home to work, and work to home. Doing so will most likely inhibit your time to relax with friends, family, and your
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Brian Cody | Jan 11, 2023

A Look at Tax Planning for Retirement

Retirement

After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive

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Brian Cody | Jan 5, 2023

Five Healthy Habits for Financial Wellness

Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you're
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Brian Cody | Dec 29, 2022

Get SMART with Your New Year’s Resolutions

Many of us set resolutions every New Year’s Day. But if your resolution is too broad or doesn’t have a deadline, it is much easier to abandon or forget it. As
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Brian Cody | Dec 23, 2022

5 Do’s and Don'ts for Charitable Giving During the Holidays

Tax Planning
The fourth quarter holidays are often seen as one of the prime times to take out your checkbook — not only do many charities put in extra efforts helping others
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Brian Cody | Dec 16, 2022

The 12 Days of Year-End Planning: Things to Consider Going into “The New Year" (Year-End Planning Checklist)

Finance
The 12 Days of Year-End Planning: Things to Consider Going into “The New Year" (Year-End Planning Checklist) The end of the year is necessary to reflect on
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Brian Cody | Dec 9, 2022

Christmas Shopping Lessons for Investors

Savings
Christmas Shopping Lessons for Investors Is that investment an innovation or an improvement on an existing product? As Christmas sales loom, we face an
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Contact

Email: brian.cody@lpl.com
Phone: 973-867-1345

 

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Cedar Knolls, NJ 07927

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners, LLC, a registered investment advisor. Wealthcare Advisory Partners and Cody Financial Advisors are separate entities from LPL Financial.

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