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

E-mail:

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

The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow

Find out how much you could end up with at age 65 by saving a fixed amount at ages 25, 35, 45, and 55.
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Newsletters

  • Investing with Market Cap in Mind

    Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.

  • 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.

  • Beneficiary Designations: Who Gets the Money?

    It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

  • 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

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Taxable Equivalent Yield

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

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Lease Payment

    How much would your monthly lease payment be?

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LPL Financial Form CRS

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