Securing Our Future: Navigating the Challenges of Social Security
Best Practices to Minimize an Audit
What is Financial Fitness?
Welcome to the latest edition of The LynnLeigh Journal, where we're diving into a topic close to our wallets and well-being: "What is Financial Fitness?" Think of financial fitness just like physical fitness, but instead of lifting weights and counting calories, we're balancing budgets and boosting savings. It's all about getting your money in shape so you can live stress-free and achieve your dreams. Whether you're saving up for a big trip, trying to buy a home, or just wanting to make smarter money moves, we've got the tips and tricks to help you flex those financial muscles. Let's get financially fit together!
Tax Shift 2024: Understanding the New Taxation Rules
Welcome to "Tax Shift 2024: Understanding the New Taxation Rules"! If you're wondering how the upcoming tax changes in 2024 will affect you or your business, you're in the right place. We're here to simplify all the complex tax stuff, giving you the lowdown on what matters most. Whether you're planning your finances, running a business, or just want to stay in the loop, we've got you covered with easy-to-understand insights and tips. Let's tackle these new tax rules together, making sure you're ready and savvy for what's ahead!
Checking It Twice: Your Year-End Financial To-Do List with a Dash of Wit
Embrace the holiday spirit and add a smart twist to your celebrations by including year-end financial planning in your festive agenda. Click this link to learn how to conclude 2023 with financial savvy and usher in the new year with prosperity and cheer!
Tackling Long-Term Care Needs
Long-term care is a subject that becomes increasingly relevant as our population ages and the need for comprehensive care and support continues to grow. In this newsletter, we will explore the various aspects of long-term care
The Dark Side of Home Improvement
Planning on making some home improvements? How exciting! How terrifying! Here are some ways to prepare and protect yourself.
Tackling Retirement Health Care Issues
It’s that time of year again! Medicare enrollment begins October 15 and ends on December 7th. But, in reality, there are three Medicare enrollment periods
The Initial Enrollment Period
The General Enrollment Period
The Special Enrollment Period
This month we focus on Medicare Basics as well as Health Savings Accounts and finishes with a brief market update.
How To Make the Right Decisions | Successful College Preparation
It's no secret that paying for college can be a daunting task, with tuition costs rising and student loan debt at an all-time high. As an individual investor, you should weigh your options carefully in order to make the right decision when it comes to funding higher education. In this blog post, we'll explore the various methods available today so that you can create a clear plan of action and achieve success in financing your educational goals - all while minimizing financial burden.
Elder Fraud - Mounting Your Best Defense
Elder fraud and online scams are a growing problem in the modern world. This month’s newsletter shares some common scams and how to identify them as well as a brief market update.
Get Your Ducks in a Row: Because You Can't Take it With You (But You Can Decide Where it Goes)
Let's face it, death isn't exactly a cheerful topic of conversation. But avoiding the inevitable won't make it go away. It's time to address the elephant in the room…
Plan for a Comfortable Retirement
Planning for a Comfortable Retirement, Quick Market Update looking at Fed Changes and Banking Worries
A Crisis of Confidence
The LynnLeigh Journal - April 2023 - Update on Banking Jitters and Social Security Income Decisions
Tax Time - Tips to Cut Your Tax Bill
The LynnLeigh Journal - March 2023 - Savvy strategies that could actually save you money.
