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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.
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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.
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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.
Clarity Comes First
With new rules in place and strong returns behind us, clarity is the first step to good planning. This post highlights the key themes and practical resources in the January Journal to help you prepare for the year ahead.
Diversification Always Matters—Especially After a Strong Year
After a banner year, new rules have changed how planning decisions interact with income and taxes. This post explains why timing matters more now—and how to approach decisions thoughtfully under the OBBBA.
When the Rules Change, Timing Matters More Now
After a banner year, new rules have changed how planning decisions interact with income and taxes. This post explains why timing matters more now—and how to approach decisions thoughtfully under the OBBBA.
A New Kind of Starter Account for the Next Generation
It’s not a 529. It’s more flexible. And it starts with a $1,000 gift from Uncle Sam. Learn how the new starter accounts work—and who should consider funding one.
Tips, Overtime, and Tax-Free Income? Yes—For Now
If you earn tips or overtime, there’s a new tax break you should know about. It won’t last long—and it could make a real difference in your take-home pay.
The SALT Deduction Got a Makeover—Here’s What to Know
The SALT cap is temporarily lifted—but not without strings. If your AGI is under $500,000, this is your moment to get strategic with your deductions.
No, Social Security Still Isn’t Tax-Free
The headlines say Social Security is tax-free. The fine print says otherwise. Here’s how the new deduction works—and how to time your income around it from 2025–2028.