LPL Financial

Stephen J. Meuris

68 Rockwood Court San Francisco, CA 94127

Phone:

HOT TOPIC: 530A Trump Accounts Officially Open

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.
Beneficiary Designations: Who Gets the Money?

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

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Savings Accumulation

Estimate the future value of your current savings.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.