The Planning Process: Retirement Planning

Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated. Then, an effective, step-by-step strategy is determined, taking advantage of current tax laws and suitable investment vehicles. Creating a strategy can help set the stage for a comfortable retirement.

Establishing your retirement plan through Lincoln Financial Advisors means investment flexibility. You have the ability to select and then reposition your portfolio holdings to satisfy ever-changing personal and economic conditions. Our selection of self-directed retirement accounts includes:

Traditional IRA - An account established and funded by individual contributions or an individual retirement plan transferred from another financial institution.

Rollover IRA - A retirement account funded by distributions received from an employer's qualified pension or profit-sharing plan upon termination of employment.

SEP-IRA - A retirement account established and funded by employer contributions.

Start now!

The longer you wait to create a retirement plan, the more you jeopardize your future happiness. You'll thank yourself tomorrow for what you start today.

Our Location

David R. Henze

101 Plaza East Boulevard, Suite 116
Evansville, IN 47715
ph: 812.473.7200
David.Henze@LFG.com

Latest News

Financial and Economic Brief - January 1, 2022

• How the Money Supply is Looking as we Turn Over the Calendar – The threat of ongoing inflation may be a result of the US Government and supply chain shortages.

• Shifts in the Paper and Pulp Industry Target 2022 as a Banner Year – The printing industry has been virtually decimated by technology in the form of email & downloadable brochures.

• 5 Steps You Need to Take If Planning to Retire in 2022 – Once you make the decision to retire there are several very important steps that potential retirees should consider.

Financial and Economic Brief - December 1, 2021

• Projected Growth for the US Economy in 2022 – Many economic pundits provide annual projections for the coming year.

• Are the Oil Companies Making Huge Profits While Americans Feel the Pain at the Pump? – Ask friends, family and neighbors about how much it is costing them to fill-up that SUV at the petrol station.

• The New IRA Contribution Rates Are Out for 2022; You’ll Be Happy to Know There Are Many Increases – The IRS has recently released the new IRA contribution rates and limits.

Financial and Economic Brief - November 1, 2021

• Current Status of Electric Vehicles in the US – In spite of the hype that seems to permeate around electric vehicles in the US, the current numbers are less stellar than one might think.

• The Rising Costs of Everything – What We Need and What We Love – Economists are raising an alarming inflation scenario that America has rarely seen before.

• The Economic Outlook for the Chinese Economy – After decades of double digit growth in GDP, the Chinese economy is beginning to show signs of slower growth.

Financial and Economic Brief - October 1, 2021

• Is the Rising Price of Oil a Reflection of Higher Demand? – Even with some pundits pushing the “Green New Deal”, consumers are still loving gas powered vehicles.

• The Revolution of Fast Food Restaurants using Robotics and AI is Upon Us! – The dilemma the fast food industry faces is the inability to hire enough for food prep. & clean-up even with a min. wage of $15/hr.

• The Fed May Now be Poised to Raise Interest Rates – We should think twice when trying to guess what the Fed will do with interest rates in 2022 & 2023.

Financial and Economic Brief - September 1, 2021

• A $3.5 Trillion Budget Spending Bill - PASSED the House – The House has narrowly passed a huge budget while also cementing in a date to pass a $1.5 trillion infrastructure bill.

• What is the Future of the Pharmaceutical Industry? – The worldwide value of the pharmaceutical is approximately $1.2 Trillion.

• 2021 Year-end Tax Strategy – Get a jump on filing your income taxes as early as possible this year since there have been many tax changes resulting from new tax legislation.

Financial and Economic Brief - August 1, 2021

• 2021 Q3 – The latest Economic Forecast? – Some economists and other pundits are forecasting a robust Q3 and Q4 for 2021.

• “For the 99.5% Act” strategically introduced by Senator Bernie Sanders – Recent legislation proposed by Senator Bernie Sanders will severely impede the estate planning efforts of many Americans.

• The E-Vehicle Revolution – When the Internet started, many didn't believe it would have unprecedented influence that took place over such a short period of time.

Request Information

Please let us know how we can serve you.