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

E-mail:

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

The Road to Retirement Can Begin at Work

A workplace retirement savings plan offers three key benefits.

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Newsletters

  • How Has SECURE 2.0 Affected 401(k) Plans?

    The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

  • Be Storm Smart: How to Prepare for Extreme Weather

    More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.

  • What Is Value Investing?

    At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

  • Don’t Overlook the Value of Social Security Survivor Benefits

    While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Home Affordability

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

  • Car Affordability

    How much can you afford to pay for a car?

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LPL Financial Form CRS

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