Welcome to Lincoln Financial Advisors
Tom Kedzie CFP®, MBA
“People make better decisions with financial advisors.”
-Dr. Robert Shiller, Nobel Prize in Economics, Yale University
Your Financial Future
Today’s economic environment can present many challenges. But along with these challenges come opportunities for those who plan ahead. Whether you are years away from retirement- or in the midst of retirement- we can be of help to you!
We are a specialized group of professionals within Lincoln Financial Advisors, focusing on retirement planning. Our services address all facets of your retirement, including Medicare and Social Security optimization, investments, pensions, long term care, retirement income and estate planning.
On our website you will find valuable information for evaluating your current financial position and progress toward your retirement goals. There are educational videos, presentations, calculators and articles designed to help you learn more about managing your personal finances.
If you have other advisors, that’s great. We can work alongside them. Let us help you secure your financial future. For a complimentary retirement review, please call us today at (773) 380-8533.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
When considering life insurance, it's important to understand your options.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
That big list of dreams and goals isn't the only way to look at your bucket list.
Would you guess that Millennials are effectively saving for retirement? Well, they are.