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Blogs

District Financial Planning | Feb 18, 2025

Why the Price of Eggs Means More Than You Think

If you’ve noticed rising egg prices making headlines again, you’re not alone. In this Q&A, we break down why egg prices matter, what’s behind the recent
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Practical Tips: How to Avoid These 4 Estate Planning Missteps
District Financial Planning | Jul 1, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning
Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan.
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Digital art of a lawyer standing next to a large document and gavel.
District Financial Planning | Jun 3, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
This guide shares fundamentals of POAs, detailing some common types of POA and the responsibilities you may have as an agent of one of these devices.
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Longevity in Retirement & What You Should Know
District Financial Planning | May 1, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings
How many years will your retirement last? Most of us answer those questions wrong because we don’t have strong longevity literacy.
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Silver Spring Office

8403 Colesville Road,
Suite 1100
Silver Spring, MD  20910
 

Virginia Beach Office

780 Lynnhaven Parkway
Suite 400
Virginia Beach, VA 23452

Contact Us

E: jeffrey.settle@lpl.com
P: 301-563-9700

 

Contact Us

E: jeffrey.settle@lpl.com
P: 757-828-1099

   

Get in Touch

Jeffrey Settle is a Registered Representative with securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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