Lincoln Financial Advisors Corporation

Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

Phone:

ETFs Are Closing the Gap with Mutual Funds

Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
Traditional or Roth Contributions? Think It Through for Future You

When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
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.
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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Credit Card Debt

How Long Will It Take to Pay my Balance?