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Retirement Articles

September 10, 2015 Leave a Comment Written by Rick Vidallon

We’ve provided you links to information that may be able to help you as you consider your retirement plan options.

How Can You Reach Your Retirement Goals?

Is an IRA Right For You?

Invest Wisely – Learn About Investing

Boost Your Retirement Savings

Retirement Plan Loans and Withdrawals: Be Careful!

Understanding Social Security Benefits

 

The information contained in these articles does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered reliable, but we do not guarantee that the foregoing material is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice. This information is not intended as a solicitation of an offer to buy or sell any security referred herein. Past performance may not be indicative of future result. Please call the number shown above to contact your Advisor.

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Patrick Moore, Advisory Representative offering investments to residents of FL, NC, TX & VA and advisory services to residents of TX & VA through Lincoln Financial Securities, Member SIPC Gabriel Christensen, Registered Representative offering investments to residents of NY & VA through Lincoln Financial Securities. Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your personal professional regarding your individual circumstances. Lincoln Financial Securities is not affiliated with MMC Benefits, LLC. LFS-1466452-040816

Securities and Advisory services offered by and through Lincoln Financial Securities Corporation, a broker/dealer (member SIPC), and a registered investment advisor. Please do not send any time trading or transaction instructions through this email. They will not be executed. Please call the Lincoln Financial Securities Trade Desk at 1-800-237-3813. Lincoln Financial Securities and their representatives may not offer legal or tax advice. Please see your personal professional regarding your individual circumstances.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describes LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.