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The Financial Advocate

A monthly newsletter you'll actually read

Complimentary, plain-English, and written by an actual person you could call afterward. Recent issues covered the retirement number problem, IRMAA, the 4% rule, and one very focused cat named Ernie Banks.

The monthly newsletter

Once a month, in your inbox. Give us a mailing address and it also arrives printed, folded, stamped, and mailed: in a world of unread inboxes, an actual envelope you can read with coffee. Each issue: one essay from Colin and a handful of plain-English pieces on retirement, taxes, special needs planning, and whatever the markets are shouting about.

Want a taste first? Several newsletter essays live on in the Insights library, and the audio version of Colin's brain runs bi-weekly on the podcast.

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Every issue, complimentary

Your email gets you the monthly newsletter. Add a mailing address and a printed copy turns up in your actual mailbox too.

  • Complimentary, and no sales sequence waiting behind it
  • Written by Colin, not licensed from a content vendor
  • Unsubscribe whenever you like

We use what you send here for the newsletter, plus the occasional marketing email from us. Questions about the list? Call 410-663-0700 or email Colin.Meeks@lpl.com.

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The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, DE, WA, TX, GA, MA, NC, OR, WV.

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