A Crisis of Confidence

Welcome to April's LynnLeigh Journal. In this month's newsletter we are going to cover what happened with Silicon Valley Bank and Signature Bank, the ripples afterwards and why this time is very different than the 2008 Financial Crisis.

Plus, I want to share an overview on managing your social security decisions if you haven't started taking your benefit. I have included a short case study about a real life situation that one of our clients brought to us.  I am always being asked when is the best time to take social security benefits so I think you will find the illustration helpful.

If you are interested, I have included this handout called "Social Security: The Important Questions" if you would like to download for use later.

Best, 

Kelly