Clarity Comes First

Tax Planning
Written By Kelly Olczak

Good planning doesn’t start with predictions—it starts with clarity.

With new rules in place and a strong year behind us, many people are asking the same question: What matters most right now? The January Journal is designed to help answer that question clearly and practically.

In addition to commentary, this issue includes planning handouts and reference tools to help you get ready for the year ahead. From key numbers to decision frameworks, these resources are meant to support thoughtful conversations—not rushed decisions.

Read the January 2026 Newsletter

If you’re looking for a clearer way to think about what comes next, this section of the Journal is a good place to start.




What Our Clients Are Reading

Featured
When the Rules Change, Good Planning Starts with Better Questions
Financial Planning
When the Rules Change, Good Planning Starts with Better Questions
Financial Planning

When nothing feels broken—but decisions feel harder—it’s often a sign the rules have changed. This issue of The LynnLeigh Journal explains why better planning starts with better questions, not faster answers.

Financial Planning
When Medicare Plans Change: Staying Informed, Confident, and Financially Prepared
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When Medicare Plans Change: Staying Informed, Confident, and Financially Prepared
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This month’s LynnLeigh Journal explores what recent Medicare plan changes can teach us about staying proactive, prepared, and financially confident. We unpack how evolving coverage impacts long-term planning, why calm perspective matters amid market noise, and how small, steady steps keep your Big Picture Plan™ on track.

Investment Management
Healthcare in Retirement: Building a Big Picture Plan™
Healthcare
Healthcare in Retirement: Building a Big Picture Plan™
Healthcare

Healthcare costs in retirement are rising, and Medicare doesn’t cover everything. Discover how Medicare, long-term care, and local cost differences fit into your Big Picture Plan™ — and why planning ahead is the key to protecting your future.

Healthcare
Three Life Stories That Show Why Social Security Decisions Matter
Social Security
Three Life Stories That Show Why Social Security Decisions Matter
Social Security

Timing isn’t everything — it’s the difference between leaving money on the table or building lasting income. These three life stories show why Social Security decisions matter for couples, widows, and divorcees alike.

Social Security
Beyond the Headlines: What the OBBB Means for Your Finances
Tax Planning
Beyond the Headlines: What the OBBB Means for Your Finances
Tax Planning

From “no taxes on Social Security” to tip deductions and new starter accounts, the OBBB Act created a handful of real planning opportunities—most of them temporary. This month, we help you sort hype from strategy.

Tax Planning
Kelly Olczak https://www.lynnleighco.com
Next

Diversification Always Matters—Especially After a Strong Year