Five-Minute Finance

Caring for Aging Parents - How to Have the Difficult Conversations

Five-Minute Finance is created by Park Lake Advisors. Visit us on Facebook, Twitter, LinkedIn and Youtube. Larry A. Mengerink, CFP®, AIF® can be found on LinkedIn.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

8 Smart Ways to Use Your Tax Refund

Five-Minute Finance is created by Park Lake Advisors. Visit us on Facebook, Twitter, LinkedIn and Youtube. Larry A. Mengerink, CFP®, AIF® can be found on LinkedIn.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Unlocking Medicare: Qualifying Before 65

Five-Minute Finance is created by Park Lake Advisors. Visit us on Facebook, Twitter, LinkedIn and Youtube. Larry A. Mengerink, CFP®, AIF® can be found on LinkedIn.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Plan for Your Legacy - The Importance of a Letter of Instruction

Five-Minute Finance is created by Park Lake Advisors. Visit us on Facebook, Twitter, LinkedIn and Youtube. Larry A. Mengerink, CFP®, AIF® can be found on LinkedIn.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Don’t Let a Flood Leave You High and Dry: Tips for Protecting Your Home

Five-Minute Finance is created by Park Lake Advisors. Visit us on Facebook, Twitter, LinkedIn and Youtube. Larry A. Mengerink, CFP®, AIF® can be found on LinkedIn.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Protecting Your Business from the Loss of a Key Person

Five-Minute Finance is created by Park Lake Advisors. Visit us on Facebook, Twitter, LinkedIn and Youtube. Larry A. Mengerink, CFP®, AIF® can be found on LinkedIn.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

The Top 5 Retirement Pitfalls to Avoid

Five-Minute Finance is created by Park Lake Advisors. Visit us on Facebook, Twitter, LinkedIn and Youtube. Larry A. Mengerink, CFP®, AIF® can be found on LinkedIn.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Maximize Your Tax Return: Last-Minute Tips for Filing Taxes

Five-Minute Finance is created by Park Lake Advisors. Visit us on Facebook, Twitter, LinkedIn and Youtube. Larry A. Mengerink, CFP®, AIF® can be found on LinkedIn.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Understanding the Key Differences Between Mutual Funds and ETFs

Five-Minute Finance is created by Park Lake Advisors. Visit us on Facebook, Twitter, LinkedIn and Youtube. Larry A. Mengerink, CFP®, AIF® can be found on LinkedIn.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Give and Save: How Donating Appreciated Stocks Can Help Your Taxes and Charity

Five-Minute Finance is created by Park Lake Advisors. Visit us on Facebook, Twitter, LinkedIn and Youtube. Larry A. Mengerink, CFP®, AIF® can be found on LinkedIn.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.