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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Thomas P. Donahue is a registered representative offering securities to resident of FL, MD, NJ, NY, RI & VA and offering advisory services and financial planning services to residents of NY through Lincoln Financial Securities Corporation, Member SIPC. Branch Office: 2794 State Route 174 Marietta, NY 13110 Tel: 315-685-4730.

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

Lincoln Financial Securities Corporation and Donahue Financial Management Group are not affiliated. Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. LFS-3575498-050321

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