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

E-mail:

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

Wealth-Building Strategies for HENRYs

Are you a HENRY? Consider these three strategies to help build your wealth.
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Newsletters

  • Taxing Social Security Benefits: Clearing the Confusion

    The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

  • 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.

  • Foreign Stocks Outperformed in 2025

    Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

  • Strategies for Taking RMDs

    This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Calculators

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

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LPL Financial Form CRS

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