Lincoln leaders talk women's planning needs on 4/4 in an webinar. Advisors register: hours 46 min ago
Prepare for the transition from a paycheck to income. Learn tips for planning. hours 17 min ago
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Just started ? You’re not alone. Learn to save for your future. days 11 hours ago
Good morning. Please privately message us your contact and account info so we can better assist you. — 5 days 15 hours ago
Thanks for including us in this chat! 1 week 10 hours ago
A12 There are tax advantages & assests will go to the charity of your choice. 1 week 10 hours ago
A11 Yes. Loved ones need to access to your digital assets, especially passwords. 1 week 10 hours ago
A10 Attorney or financial advisor can keep. You can keep copies in a fire-proof safe & secured electronically 1 week 10 hours ago
A9 Powers of attorney, financial & healthcare. Having an attorney draft documents & file them properly is best 1 week 10 hours ago
A8 Leave letter with the will if there are specific bequests not in the will, for example: a painting or jewelry 1 week 10 hours ago
A7 Video can be comforting, providing clarity & intent & often include a message that’s not just financial 1 week 10 hours ago
A6 If there's enough for retirement, can gift $ to help them now. Effective in states with inheritance tax. 1 week 10 hours ago
A4 No right/wrong to include step as much or as little. Can include ex if co-parenting. Trust an option 1 week 10 hours ago
A3 Consider a trust – trusts require criteria be met to receive income and principal 1 week 11 hours ago
A2 No right/wrong answer. Important to have a family mtg to explain so kids understand why decisions were made 1 week 11 hours ago
Everyone has an estate to plan regardless of size 1 week 11 hours ago
A1 Talking about money early, when kids approach adolescence = financially savvy adults 1 week 11 hours ago
Hi, I’m Kim Brumbaugh, a financial advisor ready to answer your questions week 11 hours ago
Today at 2 pm ET financial advisor Kim Brumbaugh will answer questions about preparing kids for an inheritance 1 week 11 hours ago