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What's New


Lincoln Encourages Educators to Boost 403(b) Contributions this Summer


With summer break at hand and many teachers receiving annual raises, Lincoln encourages America’s educators to boost contributions to their 403(b) accounts, an easy way to invest in their financial future. Summer is a great time for teachers to take a fresh look at their finances. A small increase in a contribution when a raise takes effect can have a huge impact down the road. Call your Lincoln financial professional or find one near you to learn how a smart summer contribution today could pave the way for a more comfortable retirement tomorrow. Read the full press release here.

Q2 2025 Economic Review


With tariff, trade and tax uncertainty still looming, the Federal Reserve maintained its wait and see approach at the latest Open Market Committee meeting, keeping the target range for the federal funds rate at 4.25% to 4.50%. Recent data indicators suggest that economic activity has continued to expand at a solid pace. The unemployment rate remains low and labor market conditions remain solid. Read the full economic review here, including a current market perspective and longer-term view from Lincoln's Chief Investment Officer Steve Mayhew.

Add a Retirement Savings Checkup to Your Summer To-Do List


While enjoying the summer season with family and friends, take a moment to make sure you are saving enough to retire. Studies show that more than one-half of American households do not save enough to sustain their living standards. Schedule time with a Lincoln financial professional near you and ask about a retirement checkup to make sure your plan is working.

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IBD Elite 2024

Lincoln Investment named to Financial Planning’s
Independent Broker-Dealer Elite 2024:*

#13 for total revenue

#6 for women as a percentage of producing reps

#8 for fee-based mix

*Issued August 15, 2024, the annual IBD Elite ranking of the largest independent broker-dealers in wealth management conducted by Financial Planning contains data on 41 firms and their 2023 revenue, as reported by the firms themselves. Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Firms do not pay a fee to Financial Planning in exchange for inclusion in the Financial Planning IBD Elite ranking list. Source: http://www.financial-planning.com/