David Y. Pensyl, Financial Advisor, Lincoln Investment

11/14/2025

IRS announces 2026 contribution limit increases.

08/24/2025

Spent Saturday morning at the Pittsburgh Federation of Teachers Building in Southside. Spreading knowledge about investments, PSERS, 403(b)'s and retirement planning for the union reps of Pittsburgh Public Schools. What an exciting opportunity to meet with everyone before the start of the 2025/26 school year.

03/27/2025

Well deserved! 👏 Congrats Kathy!

We're proud to announce our chief operating officer Kathy Leckey has been named the new President of Lincoln Investment. Starting her career at Lincoln after high school in 1993, she returned to the company in 2020 as chief of staff to President and CEO Ed Forst and was promoted to chief operating officer in 2022. Kathy has a reputation for building best-in-class leadership teams and is responsible for leading our organizational growth strategy. Her vision for the company's future is anchored in three core pillars: transformation, growth and a focus on culture. We congratulate Kathy on this exciting milestone. Read the full press release:https://content.lincolninvestment.com/content/pdfs/pressrelease-kathy-leckey.pdf

03/06/2025

It is my pleasure to keep you updated on the latest market related news. Please don't ever hesitate to contact me for more information:

Email: [email protected]
Text: 412-413-9395

President Trump has authorized major tariff actions with more likely to come.

09/23/2024

Attention Pennsylvania teachers and school district employees who are within 5 years of retirement! Lincoln Investment is hosting a Virtual Retirement Seminar to help you gain a better understanding of:

- Understanding your pension options with the Pennsylvania Public School Employees’ Retirement System
- Pros and cons of each of the pension options
-Social Security strategies
- Healthcare in retirement
- Purchase of Service procedures
- How to help minimize taxes: before and in retirement
- Understanding how Life and Long Term Care Insurance protects your retirement
-Potential pitfalls to avoid in retirement

Retirement Planning Webinar Dates & Registration

Register by clicking the link below for the date that works best for you!

Thursday, October 3, 2024 -> https://register.gotowebinar.com/register/6776332385187705944

Tuesday, October 15th, 2024 -> https://register.gotowebinar.com/register/4548520616685653593

After registering, you will receive a confirmation email containing information about joining the webinar.

08/16/2024

To all my followers and friends who are Pennsylvania K-12 Public School Employees - this one is for you! Interested in retirement planning as a PA Public School Employee? Check out my newest video where I break down the basics of 403(b)'s, P.S.E.R.S. and general investment tips to consider when starting your retirement journey.

For more information, see my contact information below!

Special thanks to Ryan Dowden at Shellshock Multimedia for his patience, expertise, and speed in recording/editing this video.

David Y. Pensyl, CFP®
Financial Advisor
Lincoln Investment
Email: [email protected]
Text: 412-413-9395
Calendar: https://calendly.com/dpensyl/consultation

08/15/2024

PA Public School Employees - Got retirement on your mind? Reach out to me today to find out if a 403(b) plan is right for you! Contact information below:

David Y. Pensyl, CFP®
Financial Advisor
Lincoln Investment
Text: 412-413-9395
Email: [email protected]
Calendly: https://calendly.com/dpensyl/consultation

08/01/2024

What a CFP® professional? Someone who is in your corner, and puts your interests above their own - always. That's the "Fiduciary Standard". Read more about it below and reach out if you want an advisor that will act with care, skill, prudence, and diligence based on your goals.. not theirs:

David Y. Pensyl, CFP®
Email: [email protected]
Text: 412-413-9395

05/13/2024

NEW VIDEO! Today I discuss "The Debt Snowball Method" using a sample client, Jesse Pinkman (yes, THE Jesse Pinkman from THAT show - Breaking Bad). What is the debt snowball? How can you utilize it in your situation? And when would it come in handy?

Additional Services include:

- P.S.E.R.S. Pension Consulting
- Debt Repayment Strategies
- Roth, Traditional, SEP, and SIMPLE IRA's
- 403(b)'s for PA K-12 Employees
- Non-Qualified Brokerage Accounts
- Life, LTC, and Disability Insurance
- Etc.

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com.

The views and opinions expressed in this commentary are those of the author noted and may or may not represent the views of The Lincoln Investment Companies.

Contact:

LinkedIn: https://www.linkedin.com/in/david-pensyl-cfp%C2%AE-61a80936/
Schedule a Meeting Today: https://calendly.com/dpensyl/consultation

Email: [email protected]
Text: 412-413-9395

03/19/2024

Asking the right question can greatly impact your future — especially when it comes to your finances. That’s why It’s Gotta Be a CFP®.

02/27/2024

Super excited to be speaking with P.S.E.R.S. Members about their retirement at the Pittsburgh Federation of Teachers on Thursday, April 4th, 2024.

If you are a current P.S.E.R.S. member within 5 years of retirement, please RSVP using the QR Code below! Refreshments will be served and there will be a door prize. Feel free to bring a friend! Address below:

PFT Building, Al Fondy Meeting Room, 1st Floor
10 South 19th Street,
Pittsburgh, PA 15203