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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Business Cycle
How will you weather the ups and downs of the business cycle?
How does your ideal retirement differ from reality, and what can we do to better align the two?
A letter of instruction provides additional and more personal information regarding your estate.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Five phases to changing unhealthy behaviors.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The market is as unpredictable as the weather. We’d love to help you prepare.
What does your home really cost?
Investors seeking world investments can choose between global and international funds. What's the difference?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.