Zambri Financial Powered by LPL Financial

10/27/2026

Be sure to catch up on this week's Weekly Market Commentary! Each week, the LPL Research Team puts together thoughtful insights on market news. Click the link below to learn more: https://zambrifinancial.lpl.com/weekly-market-commentary-kf26a

10/23/2026

The final months of the year can present valuable planning opportunities.

Before year-end, it may be worthwhile to review tax strategies, retirement contributions, charitable giving, and other financial decisions that could impact your overall plan. Sometimes a few simple conversations can make a meaningful difference.

Our latest article highlights five questions to consider before December 31.

🔗 Read the article: https://zambrifinancial.lpl.com/blog/5-year-end-tax-planning-questions-to-ask-your-financial-professional

10/21/2026

Please tune in at 5:00 this evening for the live airing of "Financially Speaking". We will be discussing recent happenings in the market along with some timely financial planning thoughts. Be sure to tune in! Tune in to 103.9 FM to listen. If you're out of the listening range, you can tune in at www.linewsradio.com

10/09/2026

There is no secret formula for retirement success, but there are habits that can help support long-term financial confidence.
Whether it's setting meaningful goals, saving consistently, investing strategically, or simply staying focused through market ups and downs, every financial decision can play a role in the bigger picture. The key is creating a plan that works for your life and your future.

Learn more in our latest blog.

📖 Read the blog: https://zambrifinancial.lpl.com/blog/creating-your-perfect-retirement-recipe

10/02/2026

Thinking about relocating in retirement? A move to a low-tax state could potentially reduce certain expenses, but taxes are only one piece of the puzzle.

Factors like property taxes, insurance costs, HOA fees, healthcare access, and overall lifestyle can have just as much impact on your retirement budget. As this article highlights, many retirees found that while some costs decreased, the real benefit was improving their quality of life and enjoying the lifestyle they envisioned for retirement.

Read the full article to learn what retirees wish they had considered before making the move.

Seven retirees opened up to the Wall Street Journal about their finances and how they spend their time.