Let’s talk about 529 plans, which can have tax advantages when used for education purposes.
We prepared some short videos that discuss a variety of financial topics that might be of interest to you. We hope these are useful in answering any questions you may have, and we’re here to help if you need additional information. Please feel free to call or email us, we’d love to hear from you!
Please see the video below that Mike recorded, along with a presentation on the 2020 Election and Effects on Markets
We’re discussing a financial planner’s role, and how that fits in with our holistic approach to your financial planning.
Differences between Roth vs. traditional IRAs, and how we can help you choose what’s best for your situation.
Are you on track for a person of your age? The pyramid of financial success is a great tool to help you navigate your financial success.
Let’s dispel the myth that women want nothing do with investing and finance! We are here to help women take control of their finances and be involved in financial decision making.
In today’s changing marketplace, technology is becoming more and more important when it comes to your financial planning. We are making sure to use available technology to help serve you more efficiently.
Let’s talk about what a required minimum distribution is, and how we can help you coordinate how to best use your required minimum distributions.
In today’s rapidly-changing economy, it is important to understand Lincoln’s investment philosophy as explained in detail by our Chief Investment Strategist, Tim Johnson. Please take a moment to watch this video, featuring Tim’s perspective on Inversion, as part of an insightful and educational video series on The Principles of Sound Investing.
Our first video features Tim’s perspective on Inversion. Please take a moment to watch the video and look for additional segments in the coming months.