We can help take some of the mystery out of preparing for your financial future.Learn More
Business Owner Planning
We offer insight and information for employers and employees.Learn More
Providing investment expertise and strategies for individuals, corporations and municipalities.Learn More
Welcome to Ainley Financial Group
Associated with Lincoln Financial Advisors/Sagemark Consulting
A financial advisor you can trust; an organization you can count on. With Ainley Financial Group and Lincoln Financial Advisors, you get both. Here's how we work:
- We identify your needs and objectives.
- We fully analyze and evaluate your personal situation.
- We give you input and advice to help you make timely, informed decisions.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
For homeowners who think their property taxes are too high, there are ways to appeal.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Savvy investors take the time to separate emotion from fact.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Around the country, attitudes about retirement are shifting.