Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Peter F. Bono, Wealth Planning Solutions, Inc. and an Advisory Representative of Lincoln Financial Securities, created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We are here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we would not want you to miss any developments in the area of personal finance.
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much will it cost to pay off a loan over its lifetime?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.