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Progressive Planning Services, Inc.

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

This website is for informational or educational purposes. It is not intended as investment, legal, retirement or tax advice. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.

John Ariola and Ken Ulrich are registered representatives of Lincoln Financial Advisors Corp.

John Ariola is securities licensed in Florida and New York.

John Ariola is insurance licensed in Florida and New York.

Ken Ulrich is securities licensed in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Louisiana, Maryland, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Wisconsin

Ken Ulrich is insurance licensed in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Louisiana, Maryland, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Wisconsin

Unless otherwise identified, Associates on this website are registered representatives 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 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.

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.

Progressive Planning Services, Inc. is not an affiliate of Lincoln Financial Advisors Corp.

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