
At LPL Financial, located at Citizens State Bank of Finley, Cooperstown and Northwood we understand the importance of providing access to a wide range of investment products and are committed to helping you pursue your financial goals. While bank deposits may meet the needs of many people, there are times when you need to find ways to help your money work even harder for you. So we chose LPL Financial, a trusted broker/dealer that offers investment services nationwide to offer a full range of non-deposit investment products designed exclusively to help meet your financial needs.
Newsletters
-
Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
-
Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
-
Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
-
Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
Calculators
-
Lease Payment
How much would your monthly lease payment be?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.