Articles

Game of Life: Financial Planning At Every Age

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.

8 Tips for Finding Balance Between Work and Life

It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week.

Helpful Life Insurance Advice You Can Use

Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians relish, yet, if it is done right, it can provide a sense of security. The key is to do it right.

With Stocks Still Near Their Highs What Should Retirees Do Now?

Although the stock prices are trading near their all-time highs, it hasn’t exactly been a joy ride for retirees who are counting on their retirement plans for a lifetime of income.  The type of unruly market action that we have seen over the last few months always unleashes a flurry of “expert” commentary that seems to be directed at those who are most vulnerable to flash

With Stocks Still Near Their Highs What Should Retirees Do Now?

Although the stock prices are trading near their all-time highs, it hasn’t exactly been a joy ride for retirees who are counting on their retirement plans for a lifetime of income.  The type of unruly market action that we have seen over the last few months always unleashes a flurry of “expert” commentary that seems to be directed at those who are most vulnerable to flash

Is an Investment Advisor Really Worth the Investment Advisory Fee?

A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not surprising considering the challenges of today’s markets.

To Rollover or Not Rollover Your 401k Plan – It Depends

One of the biggest decisions many of our clients face is what to do with their 401k plan when they leave their employer.

Don’t Let Email Hackers Spoof Your Advisor’s into Wire Fraud

You may be aware of some of the more prevalent fraudster activities, such as “phishing” which fraudsters use to trick you out of sensitive information.

Record Keeping in the Cloud – is it Safe?

As our lives become more intertwined with the Internet it may be only a matter of time before all of our important data is stored in this vast “cloud” of bits and bytes.  Most people are well on their way with online banking and bill paying, e-tax filing, email, document storage vaults, Social Security information, and soon we will be making payments using our smart phones.&nbs

Financial Decisions Made Easy with Clearly-Defined Goals

One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path to continue her journey. She seeks the advice of grinning Cheshire cat which appears out of nowhere.

Securities offered through registered representatives of Lincoln Financial Securities Corporation, Member FINRA SIPC to residents of FL, MD, MI, NC, NY, PA, SC and VA. Advisory services offered through representatives of Lincoln Financial Securities Corporation to residents of NC and VA. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial Securities Corporation is not affiliated with Gentry Financial Services.

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