Lincoln Capital, Inc.

Wealth Management

Never has financial planning been more important than it is today!  The uncertain economy, unemployment, debt, and the fact that pensions are becoming extinct are just a few of the reasons that a sound financial plan is critical to one's future financial success.

Ask yourself this, based on the following assumptions:

- Your desired retirement age goal

- Factoring in how much you have currently saved for retirement

- Factoring in how much you will continue to contribute to your retirement

- Factoring in any future income sources such as pension, social security, rental income, etc.

- Factoring in an assumed growth rate

- Adjusted for inflation..............Do you know how much income you will earn in retirement?

If you do not know, then how can you determine how to allocate your current assets, retirement accounts, 401ks, and other assets for retirement?  Many people invest first, and then wait to see if it works later.  We have never understood how you can invest assets and retirement accounts without knowing what target return needs to be achieved in order to have the best chance at reaching your goals while maintaining a lower risk profile while doing it.

Your financial success is the very reason that we are here!  And making it personal means that we take the time to understand your unique circumstances, responsibilities, and goals.  Once we do, we craft a personal financial plan and investment strategy designed to get you to your goals.....and more importantly.....keep you there!

College Funding

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

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