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14-16 Masons Island Road, Suite 2A Mystic,

E-mail:

  • Linda.J.Lee@lpl.com
  • Clare.Sheridan@lpl.com

Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.
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Newsletters

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • New Auto Loan Interest Deduction Explained

    The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

  • Navigating Financial Conversations with Aging Parents

    Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.

  • HOT TOPIC: Geopolitics and the U.S. Financial Markets

    This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Calculators

  • Car Affordability

    How much can you afford to pay for a car?

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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LPL Financial Form CRS

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