Three Life Stories That Show Why Social Security Decisions Matter
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.
Beyond the Headlines: What the OBBB Means for Your Finances
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.
More Than a Budget: What a Real Financial Plan Looks Like—and Why It Matters in 2025
What’s in a financial plan—and why should you care? This month we break it down step by step, from tax changes to inflation risks, in plain English.
When Life Changes, So Can Your Financial Plan
A values-based financial planning guide for life’s biggest changes—plus this month’s market update and local summer fun in Rochester.
Budgeting Isn’t a Four-Letter Word: How Big Picture Planning Transforms Cash Flow into Confidence
We’re flipping the script on budgeting. In this issue, discover how Big Picture Planning™ helps you organize cash flow with confidence—not guilt. Plus: a mid-year market pulse, a brand-new workbook, and joyful ways to savor May.
Through the Noise: Staying Grounded in a Volatile Spring
This month's edition brings clarity to recent market shifts, actionable planning tips for investors near retirement, and a list of spring events to help you unwind.
Smart Tax Moves & Market Insights: Your Guide to 2025 Planning
March is here, and with it comes market updates, tax planning strategies for 2025, and a little Irish luck! This month, we break down how new tariff policies and economic uncertainty may affect your investments, plus we share tips to help you maximize tax savings in the year ahead. And for some fun—don’t miss our St. Patrick’s Day recipes!
Love Your Legacy: The Vital Role of a Comprehensive Estate Plan
A comprehensive estate plan is essential for protecting your assets and ensuring your loved ones’ future, especially in today’s uncertain financial climate. Don’t leave your legacy to chance—plan ahead to safeguard your wealth and minimize risks.
Reflect, Realign, and Simplify: Building a Retirement You Can Count On
In this edition, we reflect on the key market movements of 2024, explore how economic fundamentals drove growth, and share strategies to navigate potential risks in 2025. Dive in for expert guidance on staying resilient and achieving your financial goals.
Year-End Strategies: Make the Most of 2024 Before It’s Gone
In this month’s newsletter, we guide you through essential year-end financial strategies to optimize your taxes, maximize charitable giving, and position yourself for success in 2025. We also take a moment to express heartfelt thanks for being a valued part of our journey.
Navigating Long-Term Care Costs and Market Updates
This month’s newsletter delves into the essentials of planning for long-term care, recent market trends, and Fed rate changes. With insights on costs, coverage, and investing strategies, we provide the guidance you need to navigate today’s economic landscape confidently.
Embracing Fall: Market Insights, Medicare Myths, and Fun Seasonal Adventures
This month, we’re exploring the changing seasons, both in the market and in life. Discover the latest updates on the Fed’s interest rate cuts, clear up common Medicare myths, and enjoy a curated list of fall events around Rochester and the Finger Lakes. Plus, we’ve packed in fun recipes and local happenings to make the most of autumn!
Retirement Ready: A Guide to A Secure and Stress-Free Future
Are you confident in your retirement plan? This month’s LynnLeigh Journal delves into key strategies for securing your future, from maximizing Social Security to aligning your investments for a stress-free retirement.