Lincoln Financial Advisors Corporation

Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

Phone:

After the Loss of a Loved One, Watch Out for Scams

Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
Will You Work Beyond Traditional Retirement Age?

Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Year-End 2024 Tax Tips

Here are some things to consider when weighing potential tax moves before the end of the year.
Just Your Average Millionaire

The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estate Taxes

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

How much will it cost to pay off a loan over its lifetime?