LPL Financial

Stephen J. Meuris

68 Rockwood Court San Francisco, CA 94127

Phone:

Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.