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Resources

 

Useful Websites and Publications

 

LPL Publications:

  • Weekly Market Commentary
  • 2022 Sustainable Investing Outlook
  • Is Impact Investing Right For You
  • Sustainable Investing : A Force For Positive Change
  • LPL Research Blog:  Macro. Market. Movers

 

News:

  • The Wall Street Journal
  •  New York Times
  • Financial Times

 

Calculators:

  • Retirement Calculator
  • College Savings Calculator
  • Loan Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator
  • Smart Bond Investing Accrued Interest Calculator
  • Additional Financial Calculators

 

Government Agencies:

  • Internal Revenue Service
  • Social Security Administration
  • Medicare

 

Video Library

 Empowerment Through Affiliation

 

 

Estate Planning

The lack of an estate plan creates complexity, anxiety and potential chaos for those left behind. Estate planning is about the living – ensuring that the physical, financial and lifestyle needs of those you care about are protected when you are no longer there to provide for them.

 

Health Care in Retirement

If you’re concerned about healthcare expenses in retirement you are far from being alone. Take steps now to adequately plan for one of the greatest expenses for Americans in retirement.  

 

Sandwich Generation

An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers. Learn what you can do now to feel more in control of your life and your future.

 

Financial Planning

A well-prepared and comprehensive financial plan can alleviate the stress of managing personal and family finances and help you gain control of your financial future.

 

Retirement

How confident are you in your ability to retire when and how you want? Working together we can bring together all the pieces of the retirement puzzle into place and plan for the retirement you desire.

 

Retirement Income Planning

A proactive approach to retirement income planning that includes both portfolio and risk management can mean the difference between living the lifestyle you desire and outliving your assets. This video will help you sort through the complex issues and considerations to protecting your wealth when you are no longer working.

 

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

 

Market Indices

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Lexington , Massachusetts, 02420
United States
  •  Tel: (781) 863-8100
  •  Fax: (781) 863-6305
  •  Kathryn.Maffei@lpl.com

Hello World!

  •  
    Kathryn L. Maffei Katerina S. Ferraro

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: California, Connecticut, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, North Carolina, New Hampshire, New Mexico, Nevada, New York, Oregon, Pennsylvania, Rhode Island, Washington, New Jersey, Virginia, & West Virginia.

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