Lincoln Financial Advisors Corporation

Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

Phone:

Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Peer-to-Peer Payments Are Popular, but Be Careful

Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.
HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.