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

E-mail:

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

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
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Newsletters

  • Midyear Checkup: Can You Contribute More to Your Retirement Plan?

    With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

  • Consider Roth for Tax-Free Income

    Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

  • Q&A on RMDs

    Here are answers to some key questions about required minimum distributions.

  • Balancing Life in the Sandwich Generation

    The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

More Newsletters »

Calculators

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

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LPL Financial Form CRS

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