"Helping People Make Smart Choices about Life and Money Since 1986"

Life Insurance Mistakes

Avoiding a Retirement Disaster

Recently we’ve been approached by a few prospective clients who are just about to retire and would like a financial plan. Most have worked hard for years and now want to stop working. They are unsure how many more years they will want or be able to work. They have some money saved but have never really figured out whether they have enough to retire.

5 Myths About Social Security

Submitted by Kate Hennessy on April 18, 2019

As I get older, I’ve become more curious about Social Security.  I’m in my mid 40s and I have been paying into the system since high school. Hopefully, I’m 20+ years out from claiming benefits but  given how fast life goes by, it’s never too early to start thinking about and planning for Social Security. It’s a topic that many people shy away from, but in planning for your financial future, it’s an income stream that needs to be accounted for in a financial plan.

To kick off our series of articles on this topic, I am starting with 5 myths about Social Security:

4 Ways to Help Ensure You Won’t Outlive Your Retirement Money

If you have anxiety about outliving your retirement savings, you have company. Roughly 37 percent of current retirees say outliving their money is a big worry.

VIDEO: When is the Best Time to Retire?

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions | Coastal Financial Advisors

 

 

Market Update - April 12, 2019

For the week ended April 12th, 2019 U.S. stocks gained a bit with earnings season slowly beginning and core inflation levels coming in contained.

Why Exit Planning is Good Business

 

We have all heard the adage that most businesses do not survive to the third and fourth generation.

 

If that is indeed the case, then what is your pharmacy’s ‘transition of care’ plan?

 

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The Legacy Planning Group, and Lincoln Investment Planning, LLC. are independent and not affiliated. 

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This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

 

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