Lincoln Financial Advisors Corporation

Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

Phone:

Could There Be a Shift from Growth to Value?

While growth stocks have dominated the market for the last two decades, some analysts believe there could be a shift to value stocks, which have outperformed for much of the market’s history.
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.
What’s Your Real Return?

While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
Life Insurance in Retirement

Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Impact of Inflation

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

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