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driver looking forward towards the road with their eyes reflected in the rearview mirror
Brandon Whitmore | Aug 3, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Finance
Retirement
Investments

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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people reviewing documents
Brandon Whitmore | Aug 3, 2026

Checking Your Portfolio Isn't the Same as Reviewing It

Investments
Retirement
Tax Planning
Risk Management
Estate Planning

Nearly half of investors check their portfolio at least once a day.1

Many of them aren't reviewing anything.

They're refreshing a number. Watching it move

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A row of hanging light bulbs, with one glowing yellow bulb standing out among the unlit bulbs against a blue background.
Brandon Whitmore | Aug 3, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

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About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker-dealer in the nation. For more than three decades, LPL has served as an enabling partner, supporting financial advisors in their mission to provide independent financial advice. FPR Financial leverages LPL's robust platform, research, and technology to provide our clients with institutional-quality resources while maintaining the personal touch of a independent firm.

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Contact Us

E: info@fprfinancial.com 
P: 505-503-7204

Hours

Monday - Thursday 9:00 AM - 5:00 PM 
Friday 9:00 AM - 2:00 PM

Office

6300 Riverside Plaza, Ste.100
Albuquerque, NM 87120
United States

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Brandon Whitmore is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, NM, TX.

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