Income & Estate Planning Partners

Income & Estate Planning Partners We help people with financial decisions that impact their future, family & business. Member FINRA, SIPC, and a SEC Registered Investment Advisor.

Registered Representative and Investment Advisor Representative of and securities offered through Lion Street Financial and Lion Street Advisors.

We’ve covered what an SDBA is. We’ve covered how it works. Now it’s time for the big question:What should I actually do ...
10/05/2026

We’ve covered what an SDBA is. We’ve covered how it works. Now it’s time for the big question:

What should I actually do with it?

Tomorrow at 1:30pm , we’re wrapping up our 3-part SDBA webinar series with:

🎯 Part 3: What Should I Do?

We’ll connect all the dots with a real-world example:

An employee discovers their 401(k) offers an SDBA. Instead of simply opening the window and picking investments, we’ll walk through how to review their current plan, understand their goals, evaluate their options, and build a strategy around their overall financial picture.

🔗 Register here: https://lnkd.in/ennxiTNJ

Are you a nurse, doctor, or busy professional who spends your days taking care of everyone else?Take a few minutes tomor...
09/28/2026

Are you a nurse, doctor, or busy professional who spends your days taking care of everyone else?

Take a few minutes tomorrow to take care of your financial future.
🔗 Register here: https://lnkd.in/eqwzvtXg

Part 2 of our SDBA webinar series
📚 How Does an SDBA Work?
🗓️ 9/29 at 12:30pm

We’ll break down how an SDBA can work within your 401(k) or 403(b) and the options it may provide.

Have you ever wondered whether your 401(k) or 403(b) has more investment options than you realize?Join us TODAY at 12:30...
09/23/2026

Have you ever wondered whether your 401(k) or 403(b) has more investment options than you realize?

Join us TODAY at 12:30pm for Part 1 of our three-part webinar series:

What Is an SDBA?

Take a break on your lunch hour... it’s worth a listen. We’ll introduce Self-Directed Brokerage Accounts (SDBAs) and explain how they may provide additional investment choices within certain employer-sponsored retirement plans.

⏰ TODAY - September 23 at 12:30pm
👉 Register here: https://lnkd.in/ejP8gRsY

Work with trusted financial planners in Newark, DE for personalized retirement planning, investment management, estate planning, and wealth preservation. Schedule your consultation today.

Did you know your 401(k) or 403(b) may offer more investment flexibility than you realize?Join us Wednesday, September 2...
09/21/2026

Did you know your 401(k) or 403(b) may offer more investment flexibility than you realize?

Join us Wednesday, September 23rd at 12:30pm for Part 1 of our three-part SDBA webinar series:

“What Is an SDBA?”

We’ll break down what a Self-Directed Brokerage Account (SDBA) is, how it can provide access to additional investment options, and why it may be a feature worth understanding within your retirement plan.

📅 Wednesday, September 23rd
⏰ 12:30pm
🔗 Register here:

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It may be Life Insurance Awareness Month… but, we still like to take control when we can and play offense. And speaking ...
09/15/2026

It may be Life Insurance Awareness Month… but, we still like to take control when we can and play offense.

And speaking of football, we hope everyone is enjoying the start of the season!

We’re bringing that same mindset to your retirement plan with a 3-part webinar series on Self-Directed Brokerage Accounts (SDBAs):

September 23 @ 12:30pm - What is an SDBA?

September 29 @ 12:30pm - How does an SDBA work?

October 6 @ 12:30pm - What can you do with one?

If you’ve ever wondered whether your 401(k) could give you more control and more investment options, this series is for you.

Email Ethan at [email protected] to learn more and reserve your spot.

09/11/2026

The instructions for how to open her safe heighten the emotion of this voicemail. It is haunting and it is a gift.

September is Life Insurance Awareness Month... a reminder that your financial plan should evolve as your life does.Marri...
09/10/2026

September is Life Insurance Awareness Month... a reminder that your financial plan should evolve as your life does.

Marriage, children, a new home, a growing business, or approaching retirement may all be reasons to revisit your coverage. Have you reviewed your life insurance recently?

September is Life Insurance Awareness Month, and our own Jacob Lewis recently shared an important reminder with our team: sometimes, the most valuable planning conversations don't start with finding something new. They start by revisiting what is already in place.

In Memory of Sherwood T. “Woody” Goldman. Yesterday, we laid our friend and colleague, Sherwood T. “Woody” Goldman, to r...
08/28/2026

In Memory of Sherwood T. “Woody” Goldman.

Yesterday, we laid our friend and colleague, Sherwood T. “Woody” Goldman, to rest.

There are moments like this when words seem inadequate. We know what has happened, but we struggle to understand how someone who was so much a part of our lives can suddenly be absent from them.

There is something about losing someone we have worked alongside that makes the absence especially noticeable. We remember the conversations, the phone calls, the meetings, the laughter, the ideas shared, the problems solved, and the ordinary moments that we never imagined would one day become memories.

And now, there is an empty place where Woody used to be.

It reminds me of the words in the image that inspired this reflection:

“Perhaps we lose the sound of their footsteps, and the way they used to sit beside us.”

That is what loss feels like.

We miss the footsteps.
We miss the voice.
We miss the familiar presence.
We miss knowing that someone is just a phone call, a conversation, or a chair away.

But then comes the more important question:

What about all the days we had with them?

Those stay.

The conversations stay.
The laughter stays.
The lessons stay.
The stories stay.
The influence they had on us stays.

And so does the part of Woody that he left in each of us.

Perhaps that is one of the gifts of a life well lived. A person doesn’t simply disappear when we can no longer see them. They become part of the people they touched.

Woody became part of our professional lives, certainly. But more importantly, he became part of our lives. And those two things are very different.

Work relationships can begin because circumstances put people in the same room. Friendship happens because, somewhere along the way, you begin to value the person for more than what they contribute.

We will remember the man in the photograph...the smile, the joy, the sense that life was meant to be lived and shared with other people. That is the Woody we want to carry forward.

Not the empty chair.

Not the absence.

The presence.

The memories.

The friendship.

The good that he brought into the lives of those around him.

There will undoubtedly be moments ahead when we instinctively think, “I should call Woody,” or when something happens and we wish we could tell him about it.

And perhaps those moments will hurt.

But eventually, I hope they will also make us smile.

Because grief is, in many ways, the price we pay for having loved and valued someone. The empty space exists because someone meaningful once occupied it.

So today, rather than saying goodbye to everything Woody meant to us, perhaps we should say:

Thank you.

Thank you, Woody, for the time we had.

Thank you for the friendship.

Thank you for the conversations, the laughter, the work, the memories and the moments that seemed ordinary at the time but are precious now.

You may no longer be sitting beside us.

We may no longer hear your footsteps.

But a part of you will continue to walk beside us in the memories we carry, the stories we tell, and the lives you touched.

And perhaps that is where the people we love are never truly absent.

Not where everyone can see them.

But where it matters.

In our hearts.

Rest peacefully, Woody.

You will be missed. You will be remembered. And you will remain a part of us.

A goal is just the starting point. A plan is what turns it into reality.Whether it’s saving for retirement, buying a hom...
08/27/2026

A goal is just the starting point. A plan is what turns it into reality.

Whether it’s saving for retirement, buying a home, or building wealth, having a clear plan can help turn your goals into action.

Start with the goal. Build the plan. Take the next step.

We're excited to be at the Cecil County Government 55+ Healthy Lifestyle Expo today!If you're attending, be sure to stop...
08/06/2026

We're excited to be at the Cecil County Government 55+ Healthy Lifestyle Expo today!

If you're attending, be sure to stop by our table and say hello to Craig and Chrissy! We're also proud to be alongside our strategic partner, A B O'Donnell Cremation & Funeral Services, P.A., sharing valuable resources and connecting with members of the community.

Whether you're looking to learn more about retirement planning, protecting your legacy, or simply want to meet the team, we'd love to see you!

Address

2700 Kirkwood Highway
Newark, DE
19711

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