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Insights from Lincoln Investment: Saving for college

Looking for a meaningful way to commemorate National 529 Savings Day, celebrated on May 29 each year? Open a 529 savings plan or make a cash contribution into an existing account. It’s a great investment in a child’s future. The cost of a college education has increased significantly over the years, while the amount of financial aid has decreased. Having money set aside for college may help the child graduate without the burden of a lot of student debt. Contact your Lincoln Investment financial professional to learn more.

Participating in a 529 plan involves investment risk. Participants may want to consider the benefits of a home state plan. More information, including important disclosures, can be found here.

The importance of a financial plan

A well-constructed financial plan serves as a financial roadmap for life’s events, provides measurable targets to work towards, identifies potential risks in your portfolio and also helps you prepare for them. More than just investing, plans are about feeling financially secure throughout your lifetime and having confidence when you are ready to retire. Contact your financial professional to ask about a financial plan, or find a financial professional in your area to help you create a plan designed for you.

Announcing a new custodial relationship with Pershing

We are excited to announce that we are expanding our long-standing clearing arrangement with BNY Mellon’s Pershing as we transition our self-clearing business onto a single custodial platform. We have also selected Pershing X’s Wove wealth management platform to provide a suite of technology solutions to our financial professionals. Read the press release for more information.


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