7467 State Route 22
New Alexandria, PA 15670
Office: (724) 668-7900

Monthly Newsletter

2017 Newsletters:

November 2017 - What You Can Do with a Will 

October 2017 - Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk

September - For Women, a Pay Gap Could Lead to a Retirement Gap

August - Working in Retirement: What You Need to Know

July - Don't Let Rising Interest Rates Catch You by Surprise

June - Four Numbers You Need to Know Now

May - Is Smart Beta a Smart Strategy for You?

Quarterly Market Review: January-March 2017

April - Four Ways to Double the Power of Your Tax Refund

March - Due Date Approaches for 2016 Federal Income Tax Returns

February - Quiz: How Much Do You Know About Social Security Retirement Benefits?

2016 Newsletters:

2016 Annual Market Newsletter

December - Playing Catch-Up with Your 401(k) or IRA

November - Will vs. Trust: Is One Better Than the Other?

October - Earnings Call: A Closer Look at Financial Reports

September - Quiz: Test Your Interest Rate Knowledge

August - Investors Are Human, Too

July - Mid-Year 2016: An Investment Reality Check

June - Projecting a Happy Retirement

May - Understanding Stock Market Indexes

April - Six Potential 401(k) Rollover Pitfalls

March - Rates on the Rise: Strategies for Fixed-Income Investors

February - Changes to Social Security Claiming Strategies

January - Assessing Portfolio Performance: Choose Your Benchmarks Wisely

2015 Newsletters:

December - When a Saver Marries a Spender, Every Penny Counts

November - Don't Forget About Year End Investment Planning

October - Six Common 401(k) Plan Misconceptions  

September - Correlation and Portfolio Performance

August - Financial Mistakes People Make at Different Ages

July - What's New in the Housing Market for 2015?

June - It's Complicated: Money and Happiness

May - How Does Divorce Affect Social Security Retirement Benefits?

April - Retirement Withdrawal Rates

David Estatico is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp.  CRN-2103723-042718.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Florida, Georgia, Illinois, Kentucky, New York, Maryland, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming.

We are registered to sell Securities in the following states: Alabama, Arizona, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

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