• At LynnLeigh & Company, we believe financial advice shouldn’t sound like a lecture. This blog is where we turn financial questions into clear, meaningful answers. Each post is created to help you feel confident about decisions that affect your future — from planning for retirement and navigating life transitions to making smarter moves with taxes and investments.

  • Our monthly blog is written for real people, not finance experts. Whether you're five years from retirement, newly divorced, saving for a child’s education, or just trying to make sense of market headlines, you’re in the right place. We know life doesn’t come with a manual — but good planning helps. And so does having a guide you trust.

  • We don’t write fluff, and we definitely don’t do jargon. We write like we talk — with heart, clarity, and a touch of wit. Our goal? To make financial planning more approachable and less overwhelming. You won’t find generic advice here. You’ll find smart guidance grounded in experience — because we’ve been there, too.

Ditch the Budget, Embrace the Buckets
Kelly Olczak Kelly Olczak

Ditch the Budget, Embrace the Buckets

Whether you're nearing retirement or already there, clarity starts with purpose. Learn how to shift from budgeting anxiety to intentional planning using the Now, Later, Never Money framework.

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Real Emotions, Real Consequences
Investment Management Kelly Olczak Investment Management Kelly Olczak

Real Emotions, Real Consequences

You’ve done the math, made the plan—but why does this next chapter feel so unsettling? As retirement nears, emotions often take the wheel, leading to second-guessing, delayed decisions, and missed moments. At LynnLeigh & Company, we believe real emotions deserve real strategies. Let’s talk about what it really takes to move from saving to spending with clarity, confidence, and calm.

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The Longevity Challenge: Planning for a Long, Secure Retirement
Retirement Readiness Kelly Olczak Retirement Readiness Kelly Olczak

The Longevity Challenge: Planning for a Long, Secure Retirement

Retirement isn’t just a chapter—it’s a journey that can last decades. With people living longer than ever, planning for a long and secure retirement requires more than savings; it demands a thoughtful strategy. In this article, we’ll explore how to prepare for the longevity challenge, from managing healthcare costs to ensuring your financial future stays on track.

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