2025 was an exceptional year. Portfolios performed well, confidence is high, and for many investors things feel solid. But as we move into 2026, the planning environment has changed.
New legislation, shifting thresholds, and evolving tax rules mean that decisions that once felt straightforward may now require a second look. That doesn’t mean something is wrong with your plan. It means the rules around it have changed.
In the January edition of The LynnLeigh Journal, we walk through why reviewing a good plan after a strong year is both normal and smart. The goal isn’t to overhaul what’s working—it’s to understand how today’s rules affect tomorrow’s decisions.
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