16 January 2020
Ft. Wayne Business Weekly

47% of Americans struggle with financial conversations, Lincoln National Corp. survey says

Nearly half the country struggles to discuss finances with loved ones despite the fact that 93% believe in the importance of planning for their financial future, according to a survey conducted for Lincoln National Corp.

Read the article: https://www.fwbusiness.com/fwbusiness/article_205d2f6f-8969-518e-b05c-5022a9aaa444.html

07 January 2020
Authority Magazine

“5 Things Retirees Say They Wish They Were Told Before They Began Retirement”, with Lincoln SVP Garry Spence

Eliminate debt: Make it a priority to pay off any outstanding debt (think car loans, credit cards, mortgage) before retirement, as there are enough fixed expenses (such as insurance, medical expenses, property taxes, etc.) that may make budgeting more difficult if you are also working on paying off debt. 

Read the full article here: https://medium.com/authority-magazine/5-things-retirees-say-they-wish-they-were-told-before-they-began-retirement-with-lincoln-svp-a0ccaa8ae1db

03 January 2020
News & Record

Serving the community

Volunteers from Lincoln Financial Network in Greensboro spent their time baking treats for families at the Ronald McDonald House of Winston-Salem on Nov. 2, as well as cooking dinner for families Nov. 9.

Read the article here: https://www.greensboro.com/life/serving-the-community/article_ae2b771d-4e9a-515b-b86b-774b9c733897.html 

31 December 2019
Advisor Magazine

Next-Gen Retirement

A lot has been written about Baby Boomers and retirement — and for good reason. Their generation is facing a retirement crisis and as an industry, we are working to help them retire with dignity and financial security. While we remain focused on this important work, we should also consider that as of 2016, Millennials are now the largest segment of the workforce, according to the Pew Research Center. 

Read the full article: https://www.lifehealth.com/next-gen-retirement/

30 December 2019
Advisor Magazine

Go Ahead: Have The Conversation

Consumers who dread having financial conversations with loved ones are not alone. According to Lincoln Financial Group’s 2019 Financial Conversations study, 47% of Americans struggle to talk about long-term financial planning with loved ones—even though the majority (94%) understand the importance of these conversations. 

Read the article: https://www.lifehealth.com/go-ahead-conversation/

30 November 2019
Advisor Magazine

Five Must-Have Client Conversations on the Missing Link

Approximately 37.5 million U.S. households currently have no life insurance coverage, and nearly half of all households are underinsured, putting them at risk of not being able replace their income and missing out on an extremely powerful asset that should be part of a well-rounded financial portfolio.1 Yet, it’s often the missing link that can make other planning strategies possible.

Read the article: https://www.lifehealth.com/five-must-client-conversations-missing-link/

25 November 2019

How to have a difficult money conversation with a family member: just start talking

Talking about money is like going to the dentist. No one wants to do it. But the price of not having these conversations can be high. Lincoln Financial wanted a better handle on why people shy away from these talks.

Read the full article: https://www.cnbc.com/2019/11/25/this-critical-money-task-isnt-easy-or-fun-yet-it-boosts-your-finances.html

07 November 2019
Advisor Today

Consumer Misconceptions About Long-Term Care-and How to Address Them

Planning for long-term care (LTC) has become an increasingly important topic as the population ages and people are living longer. 

Read the article: https://www.advisortoday.com/2019/11/07/consumer-misconceptions-about-long-term-care-and-how-to-address-them/

07 November 2019
Greater Fort Wayne Business Weekly

Lincoln Financial executives ring closing bell at New York Stock Exchange

Lincoln Financial executives, led by President and CEO Dennis Glass, rang the closing bell Nov. 7 at the New York Stock Exchange to commemorate the 50th anniversary of Lincoln’s listing on the exchange.

Read the article: https://www.fwbusiness.com/fwbusiness/article_7a458f55-39d1-549b-941d-78b3aba8623d.html

01 November 2019
Business Insider

A free 30-minute exercise could make a surprising difference in how much you save for retirement

Do you ever visualize how your retirement will look? Where you'll live, what you'll do most days, whether you'll travel, or volunteer, or go all in on your hobby.

Read the article: https://www.businessinsider.com/envisioning-ideal-retirement-could-help-save-more-money