When the Rules Change, Good Planning Starts with Better Questions
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.
When Medicare Plans Change: Staying Informed, Confident, and Financially Prepared
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.
Healthcare in Retirement: Building a Big Picture Plan™
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.
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.