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A Life Well Spent
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A Life Well Spent

3000 Executive Parkway, Suite 400
 San Ramon, CA 94583

Phone:

  • 408-244-2448

Fax:

  • 260-455-0195

E-mail:

  • nancy.pyzel@lfg.com
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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Newsletters

  • Stock Market Risks in the Spotlight

    Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.

  • Company Stock and Your Retirement Strategy

    This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.

  • Key Retirement and Tax Numbers for 2021

    IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.

  • A Map for Your Family

    A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?

More Newsletters »

Calculators

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

More Calculators »

Nancy A. Pyzel is a registered representative of Lincoln Financial Advisors Corp. 

CA Insurance License #0E71106

Securities and investment advisory services are offered through Lincoln Financial Advisors Corp, (Member SIPC) a broker-dealer and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc., and other fine companies. A Life Well Spent is a marketing name for registered representatives of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax professional regarding any legal or tax information as it relates to your personal circumstances. CRN-3297899-002220

IMPORTANT CONSUMER INFORMATION:

Registered Representative may only discuss/and or transact securities business with residents of the following states: CA and NJ.

See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describes LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.

PLEASE NOTE: The information is being provided strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. 

 

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