Investor Academy

Underestimating Retirement Income Needs- Discover the importance of accurately assessing your retirement needs in Part 1 of our series. Learn how to estimate your future expenses to ensure your savings last, avoiding one of the most common retirement mistakes. Start your journey to a secure retirement with us today!

Relying Too Much on Social Security - Explore the risks of over-relying on Social Security in retirement planning. In this video, we discuss why depending too heavily on Social Security can jeopardize your financial security and what steps you can take to build a more robust retirement strategy.

Not Accounting for Healthcare Costs - Explore the critical mistake of not accounting for healthcare costs in retirement. In this video, we break down how overlooking these expenses can derail your financial plans and provide strategies to ensure you're adequately prepared for medical costs in your golden years.

Not Planning for Longevity - Part 4 of our series tackles a vital retirement planning mistake: not planning for longevity. Learn strategies to ensure your savings last as long as you do, and avoid outliving your financial resources. Watch now for practical tips to secure your financial future."

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.

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.

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!

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.

In today's digital world, keeping your family safe online is more important than ever. Our latest newsletter dives into essential cybersecurity practices, offering practical tips to protect your loved ones from online threats. Learn how to safeguard personal information, recognize phishing scams, and ensure your devices are secure. Stay one step ahead in the fight against cybercrime with our expert advice.