Jonathan B Wicker, Lincoln Investment Advisor

02/01/2022

Join Shashi Mehrotra, Chief Investment Strategist, Lincoln Investment, for a live 2022 Market Outlook presentation and Q&A discussion on Tuesday, Feb 1 at 12 PM EST. Shashi will examine how recent economic events impact the markets for all of us. Register here: https://attendee.gotowebinar.com/register/4658948945923485456?source=OS

10/01/2021

The economic crisis associated with the COVID-19 pandemic tested the mettle of all Americans, particularly working mothers. It may be more important than ever for women to re-examine their retirement-planning strategies.

02/25/2021

Federal legislation will shrink the FAFSA from six pages to two and eliminate a benefit affecting parents with more than one child attending college simultaneously.

02/14/2021

https://www.irs.gov/newsroom/educators-can-now-deduct-out-of-pocket-expenses-for-covid-19-protective-items

IR-2021-28, February 4, 2021 — Eligible educators can deduct unreimbursed expenses for COVID-19 protective items to stop the spread of COVID-19 in the classroom.

09/03/2020

The Federal Reserve's unprecedented efforts to support the U.S. economy include a virtually unlimited commitment to purchase Treasury securities.

07/18/2020

This is a interesting read for many of my educator clients. This highlights why I transitioned from working with an insurance company (Voya)to going independent. Using low cost Vanguard Funds can save thousands of dollars in fees over your careers.
If you know anyone working with AXA, Voya or MetLife please forward this to them.

Many educators and non-profit employees are covered by 403(b) plans, but what are they and should you use one if your employer offers it?

05/06/2020

By now you know that Congress has passed a $2 trillion relief bill to help keep individuals and businesses afloat during these difficult times. Here are five provisions of the CARES Act that may benefit you or your business.

02/27/2020

Here is an interesting chart to look at to put the recent market moves into perspective.

02/23/2020

For all my New York clients this is important to read.

ALBANY — New York is considering ending a practice that allows one spouse to legally refuse to pay for nursing home care for the other — while passing the bill to Medicaid. While some see the practic

01/04/2020

With the new decade upon us, police in Maine are advising people to write out the year 2020 when signing legal documents.