Executive Tax & Financial Services

03/16/2022

Did you miss the webinar - "2022 Market Outlook: Don't Feed the Bear?"

To see a replay of this webinar from Shashi Mehrotra, Chief Investment Strategist, Lincoln Investment, please click the following link.

02/02/2021

We are all so excited to see everyone again! There are a few friendly reminders that we would like to cover from the tax letter that was sent out to returning clients. Please remember when you are dropping off to call us from our driveway, (269)428-2937 or (269)428-7004, so we can go thru our list of questions. Once that is done we will collect any paperwork that you have for us. Thanks again.

01/07/2021

Stocks closed the last week of the year on a high note.

01/07/2021

Friendly reminder: Those who qualify for mileage deductions, make sure you record your ending mileage for 2020. It sure does help tax prepares out. Thanks!

12/11/2020

Learn the reasons for the recent rapid market surge and the prospects for it continuing.

11/20/2020

Will 2020 bring more market volatility? Here are some tips to deal with market swings.

11/09/2020

The benefits of dollar-cost averaging

Take some time this to learn about practices which may help you in your financial journey. Take a look at the infographic below to learn more on Dollar-Cost Averaging and how it may be beneficial for you! Contact a Lincoln Investment Financial Professional for further guidance: https://www.lincolninvestment.com/FindAdvisor

09/22/2020

When you’re ready to put this puzzle piece into place in your financial plan, here are the top things to know as you get started.