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Education & guidance

Congratulations on taking an important step toward a more secure future. Lincoln Financial is here to keep you prepared, protected and informed so that you can make the right decisions for you and your family.

You have the account access, tools and resources to support you in making wise decisions along the way.

Retirement basics

Knowing the benefits and basics of your retirement plan can start you on the path to a confident future. Get answers to common retirement planning questions to jump start your savings today.
Learn the basics about retirement plans.

Workplace benefits basics

As a team member, you have access to a number of benefits outside of health and retirement. These benefits can help meet your needs no matter what your age. Each benefit is offered to help you and your loved ones feel protected during unexpected times.
Discover which benefits best fit your needs.

Investing basics

Investing doesn’t have to be difficult. These articles and tools can help you understand important terms and begin finding an investment style that’s right for you.
Get help with investing basics.

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Resources for your retirement needs

Online planning tools

See what online tools and resources are available to help you plan.

Annual contribution limits

Find out how much you could save for your retirement each year.

Budget planning worksheet

Start tracking where your money is going and find opportunities to save for your future. You’re worth it!
 

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as “Lincoln”). The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products, and services.