Article Archive

how to handle a financial windfall

How to Handle a Financial Windfall

It may sound like a challenge we'd all love to have, but handling a financial windfall intelligently isn't as easy as it might seem. Handled properly, the benefits and security of a financial windfall can last a lifetime. If not, it could cause more problems than it solves. If someone comes into money and that's publicized, they're likely to have friends and family and charities all pulling at them. The next thing they know, they look up and they don't have a penny left. [Read More]

Beneficiary designations

Are Your Beneficiary Designations Up To Date?

When was the last time you reviewed your beneficiary designations for life insurance policies and retirement accounts? Very likely, the answer is "never." But you should review them periodically. Various life events can signal a need to review and possibly change your beneficiary designations. Consider whether any of the following events have occurred since you named your beneficiaries. [Read more]


Disclosure:

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Indiana, Maryland, Massachusetts, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Texas, Virginia, Washington, Washington D.C. and Utah.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp. CRN2995395-031320

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here

Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Bethany Borowsky, CA Insurance License #0M72593 

View Your Representative
view your representative