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

E-mail:

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

The Sandwich Generation: Caught in the Middle

Members of the sandwich generation often face financial and emotional stress — here are four tips to help cope.

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Newsletters

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • Grocery Games: Strategies to Help Stretch Your Food Budget

    Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

  • The Evolution of Retirement Savings

    The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

  • Understanding the “No Tax on Tips” Deduction

    In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Calculators

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Cost of Retirement

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

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LPL Financial Form CRS

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