LINC Wealth Solutions

03/02/2020

Let’s dust off those spreadsheets!

set yourself up for success for the rest of the year!

02/04/2020

So glad to support Beats For Bella!

Thank you so much to and Linc Wealth for sponsoring Bella of the Ball 2020! We appreciate your support so much! Check out Linc Wealth at www.lincwealth.com LINC Wealth Solutions

06/04/2019

Couldn’t have said it better myself! Benefits of working with a non-commission based advisor who follows the fiduciary standard (like me!) included in the article!

is it worth it? what should you ask? what do you bring?

01/07/2019

Great examples here for young professionals. If you’re wondering g about investing, Becky Leonard is here to chat!

regardless of your age, net worth, or income, your money IQ matters

05/22/2018

Wonderful ideas to get started, let’s talk about them

Achieving and maintaining lifelong wealth is a disciplined process that starts with small steps. Here are steps you can take now to promote lifelong wealth.

05/16/2018

Happy to serve as your financial doctor when you need a check-up 💰 👩‍⚕️

Even though personal investing is a topic that usually involves dry, technical features like spreadsheets, percentages, and basis points, one of the terms you often hear to describe a portfolio is “healthy.” This is no mistake. One of the most important ways we can think about our investment str...

04/27/2018

Short and sweet story of taxes on retirement income, and while it may pay to use a few different investment vehicles

We all dream of the day when we can leave a boring corporate job or unfulfilling career behind for good, take our retirement savings and spend more time with our family or take that trip we’ve been planning for our entire lives. And while you’ll have a million considerations at this time in your...

03/25/2018

😂 see Becky Leonard for an actual strategy

03/24/2018

Teachers, social workers and other public servants at risk of missing out on federal student loan forgiveness for enrolling in the wrong repayment plan now have a shot at debt relief under the spending bill that passed Friday.

03/13/2018

Great read on the role and impact women have and will have on our economic future

Much of the wealth transferred in the coming decades will end up in female hands

02/23/2018

✌🏻

“"We are very clear at Ellevest that, when women control more money, they benefit of course; but so do their families, their communities, and the economy. So this is bigger than just investing, much bigger." CEO https://t.co/449yasVD6m”

01/16/2018

"An advisor can help avoid mistakes, find opportunities that you miss, help you stick to your plan in times of stress, and manage risk in a tax-smart way to protect and grow your assets."

Planner, manager, advisor – what’s the difference? Financial advisors can have multiple specialties, but the basic idea is that they will help you invest your money to reach your financial goals. These goals could include retirement, saving for college, minimizing your tax burden, charity...