Lincoln Financial Advisors Corporation

Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

Phone:

Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
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.
Concerned About Cyberattacks? The Threat Is Real

Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
Catch Up for a More Comfortable Retirement

Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Impact of Inflation

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.