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Lincoln Investment / Upstate N.Y.

Newsletters

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

September

The world of higher education is constantly evolving. Here are some key updates for 2026.

September

Taking this quiz may help increase understanding of estate planning.

September

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

September

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

September

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

September

This article explains newly implemented and upcoming tariffs and their potential economic impact.

August

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

August

Here are some ideas to help pursue a life of financial freedom.

August

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

August

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

August

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

July

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

July

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

July

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

July

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

July

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

June

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

June

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

June

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

June

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

June

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

June

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

May

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

May

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

May

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

May

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

May

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

April

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

April

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

April

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

April

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

April

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

April

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

March

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

February

Here are answers to some key questions about required minimum distributions.

January

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

December

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

November

Describes how Roth accounts can generate tax-free retirement income.

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