LPL Financial

Stephen J. Meuris

68 Rockwood Court San Francisco, CA 94127

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Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
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.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Car Affordability

How much can you afford to pay for a car?
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.