Here are some useful resources to help you, including some convenient web links and the Wealth Advisory Library, centered upon Lakeland's Six (6) Wealth Advisory Initiatives:
Recommended Web Links
Financial Calculators:
Government & Services:
Market News & Opinion:
Resources for Seniors:
Resources for College Students:
Popular Online Shopping Links:
Wealth Advisory Library
On Investment Management:
- Working with a Financial Advisor
- Creating an Investment Portfolio
- Six Keys to More Successful Investing
On Capital Needs Planning:
- How Much Life Insurance Do You Need
- Planning Ahead For Life Insurance Proceeds
- Life Insurance at Various Life Stages
On Retirement Planning:
- Retirement Planning: The Basics
- Taking Advantage of Employer-Sponsored Retirement Plans
- Planning for Social Security
- Retirement Income: The Transition Into Retirement
On Education Planning:
- Financial Aid for College
- How Grandparents Can Help Grandchildren With College Costs
- 529 Plans and Financial Aid Eligibility
On Long-term Care Planning:
- Caring for an Aging Parent
- Coordinating Long-Term Care Insurance with Government Benefits
- Use Your Annuity to Pay for Long-Term Care Insurance
- Life Insurance Riders That Pay for Long-Term Care
