Learn to navigate and take control of your finances as well as how to recognize and avoid the most common and costly mistakes. Successful planning involves making informed financial decisions at all stages of your working life and especially as you transition into retirement.
Dear CAS Members,
Thank you for submitting such excellent questions to our advisors below.
The answers will definitely benefit many of your colleagues. So, keep the questions coming!
The best questions each month will receive a FREE book from our must-read financial library!
Dear Andrew,
you often speak pretty passionately about companies that pay dividends, why is that important?
Dear Dave,
I recently retired and am working. Has the earnings limit changed due to Covid?
Dear Borana,
What is one of the most important concepts that you think anyone should know when it comes to managing money?
In this complimentary workshop, you’ll receive valuable information about your New York State Teachers Retirement System (NYSTRS) pension benefits, long-term financial planning, and Social Security. Retirement speaking specialist, David Daly, will discuss choosing a retirement option, understanding your in-service death benefit, prior service and out of state service, unused sick days, employer-sponsored non-elective and elective 403(B) plans, understanding all pension tiers, and member benefit calculations.
WHERE: L I MARRIOTT
WHEN: November 16, 2021 5:OOpm
WHERE: L I MARRIOTT
WHEN: November 17, 2021 5:OOpm
WHERE: L I MARRIOTT
WHEN: April 13, 2022 5:OOpm
WHERE: L I MARRIOTT
WHEN: April 14, 2022 5:OOpm
WHERE: ZOOM
WHEN: May 26, 2022 5:OOpm
WHERE: ZOOM
WHEN: June 7, 2022 5:OOpm
In this complimentary workshop, you’ll receive valuable information about your New York State Teachers Retirement System (NYSTRS) pension benefits, long-term financial planning, and Social Security. Retirement speaking specialist, David Daly, will discuss choosing a retirement option, understanding your in-service death benefit, prior service and out of state service, unused sick days, employer-sponsored non-elective and elective 403(B) plans, understanding all pension tiers, and member benefit calculations.
WHERE: L I MARRIOTT
WHEN: November 16, 2021 5:OOpm
WHERE: L I MARRIOTT
WHEN: November 17, 2021 5:OOpm
WHERE: L I MARRIOTT
WHEN: April 13, 2022 5:OOpm
WHERE: L I MARRIOTT
WHEN: April 14, 2022 5:OOpm
WHERE: ZOOM
WHEN: May 26, 2022 5:OOpm
WHERE: ZOOM
WHEN: June 7, 2022 5:OOpm
The financial planning process will help you to have a better understanding of your financial situation and how your retirement income will work for you. For your free financial plan or consultation, contact Andrew or Borana:
Understand the pension options and decide if you will take the maximum benefits or an option to protect your beneficiary.
Compare what your paycheck looks like now with what your pension check will look like in retirement.
Receive a full financial plan outlining your finances and projections for retirement income.
Andrew: ext 209 | Borana: ext 211
AButtelman@lincolninvestment.com | BVerardi@lincolninvestment.com