A Life Well Spent
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A Life Well Spent

4030 Moorpark Avenue, Suite 115
San Jose, CA 95117

Phone:

  • 408-244-2448

Fax:

  • 260-455-0195
  • E-mail address: nancy.pyzel@lfg.com
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Videos

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

View Videos

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Newsletters

  • Crisis Relief: Financial Lifelines for Affected Workers

    Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.

  • Five Investment Tasks to Tackle by Year-End

    2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.

  • Gift vs. Inheritance: Consider the Tax Difference

    When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.

  • Will vs. Trust: Know the Difference

    Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.

More Newsletters »

Calculators

  • LTCI Cost of Waiting

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

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Lease Payment

    How much would your monthly lease payment be?

  • Car Affordability

    How much can you afford to pay for a car?

More Calculators »

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq 100 13,282.95 +2.89%
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Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

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

 CA Insurance Lic. #0E71106

Securities and investment advisory services 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 not an affiliate of Lincoln Financial Advisors Corp.  CRN-3297899-102220

IMPORTANT CONSUMER INFORMATION:

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

 

 

 

 

 

 

 

 

 

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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

 

 

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