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

Risk Tolerance

Determining Your Risk Tolerance

What To Do When You Win the Lottery

If you’re human you couldn’t possibly have avoided thoughts of what you might do if you had won the recent Mega Millions lottery of over $640 million.

Your Wealth is Exposed without Personal Liability Coverage

You’re entertaining some friends at your house and everyone is having a marvelous time. Suddenly you hear a crash in the kitchen and you race to investigate. You find one of your friends laying flat on her back, unconscious.

Are Emotions Controlling Your Personal Finances?

If any good came out of the financial crisis and the Great Recession, it is that it made many of us become more financially literate and more aware of the need to pay attention to our finances. We now think before making purchases and we are better at prioritizing our expenditures.

5 Tips for Managing Financial Stress

Money is just one of those things that sometimes brings people as much pain as it does pleasure. As the economy in an up cycle of the recession, things are looking better but just the thought and uncertainty of an unstable economy is often enough to bring the fear back into people’s minds

How to Select the “Right” Financial Advisor

Choosing a financial advisor is tough. There are generally a lot of options so how do you differentiate the crème de la créme of advisors who you can really trust to manage your hard-earned money?

 

10 Ways to Prepare For Retirement

Regardless of your age, the thought of not having to work, but still enjoying a great quality of life is probably quite appealing. Retirement sneaks up on you as each year goes by faster and faster.

Why You Get Buyer’s Remorse and Ways to Avoid It

We all have a certain emotional attachment to our money, which is very logical since we work hard to earn it. We don’t always make the best financial decisions with our spending, especially when we are in heightened emotional states.

When Should You Start Financial Planning?

While we’ve all heard from time to time that the best answer is yesterday, we understand that there’s no way to go backwards and change the past. That’s why at UWM we believe the best answer to this common question of, “When Should You Start Financial Planning?” is today.

What Does Urban Wealth Management Do?

Urban Wealth Management (UWM) provides realistic and achievable financial planning for all stages of life. Life is ever fluid and your financial plan should be too. There is no one size fits all when it comes to planning – it should adapt to your changing lifestyle.

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

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Adviser. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

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.

 

Branch Office:
4722 Star Ridge Lane
Frisco, TX 75034

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