LPL Financial

Stephen J. Meuris

68 Rockwood Court San Francisco, CA 94127

Phone:

Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Lease Payment

How much would your monthly lease payment be?