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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

  • Navigating Medicare Open Enrollment

    The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

  • HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

    Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.

  • HOT TOPIC: The Shutdown is Over: What Now?

    The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Lease Payment

    How much would your monthly lease payment be?

  • Cost of Retirement

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

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

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