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E-mail:

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

Videos

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Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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Roth IRA Basics

Find out how a Roth IRA can help you build a source of tax-free retirement income.

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Newsletters

  • Locked Out? How to Break Into Today’s Housing Market

    Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

  • The Employment Situation: A Closely Watched Report

    Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

  • 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: Geopolitics and the U.S. Financial Markets

    This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Calculators

  • Loan Payoff

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

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Home Affordability

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

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LPL Financial Form CRS

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