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At LynnLeigh & Company, we believe financial advice shouldn’t sound like a lecture. This blog is where we turn financial questions into clear, meaningful answers. Each post is created to help you feel confident about decisions that affect your future — from planning for retirement and navigating life transitions to making smarter moves with taxes and investments.
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Our monthly blog is written for real people, not finance experts. Whether you're five years from retirement, newly divorced, saving for a child’s education, or just trying to make sense of market headlines, you’re in the right place. We know life doesn’t come with a manual — but good planning helps. And so does having a guide you trust.
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We don’t write fluff, and we definitely don’t do jargon. We write like we talk — with heart, clarity, and a touch of wit. Our goal? To make financial planning more approachable and less overwhelming. You won’t find generic advice here. You’ll find smart guidance grounded in experience — because we’ve been there, too.
Now Money, Later Money, and Never Money: Organize Your Retirement with Purpose
Retirement planning doesn’t have to feel overwhelming. Learn how to simplify the process using the Now, Later, and Never Money method—an easy-to-understand framework that helps you organize your finances and reduce stress as you move into retirement.
Real Emotions, Real Consequences
You’ve done the math, made the plan—but why does this next chapter feel so unsettling? As retirement nears, emotions often take the wheel, leading to second-guessing, delayed decisions, and missed moments. At LynnLeigh & Company, we believe real emotions deserve real strategies. Let’s talk about what it really takes to move from saving to spending with clarity, confidence, and calm.
Love and Legacy: Protecting What Matters Most
A financial plan with heart is about more than just saving and investing—it’s about aligning your finances with your deepest life goals. Learn how to create a meaningful strategy that secures your future while keeping your values at the forefront.
Love Your Future: Creating a Financial Plan with Heart
Your financial plan should reflect your values—not just your balance sheet. In this blog, we explore how to create a strategy that supports both your financial future and the life you love. It’s time to bring heart into your planning and purpose into your wealth.
A New Year, A New Financial Game Plan
The new year is the perfect time to hit the refresh button on your finances. Reflect on your progress, set meaningful retirement goals, and explore new savings opportunities with LynnLeigh & Company by your side.
Reflect, Realign, and Plan: Building a Retirement You Can Count On
Planning for retirement doesn’t have to feel overwhelming. Learn how to reflect, realign, and plan your way to a secure and fulfilling retirement with the step-by-step guidance of LynnLeigh & Company.
Imagine a Financial Partner Who Truly Understands Your Journey
What if your financial partner truly understood your goals and challenges? Explore how tailored financial planning can help you achieve your vision, one step at a time.
Wrapping Up 2024: Your Year-End Financial Review
Ready to wrap up 2024 with confidence? Discover practical tips and strategies to review your finances, adjust your goals, and start 2025 on the right track.
Preserving Legacies Through Estate Planning: Your Guide to Securing the Future
Estate planning is about more than dividing assets; it’s about preserving your legacy and providing for your loved ones. This guide walks you through the essentials of creating a plan that secures your future, minimizes complications, and honors what matters most to you.
The Longevity Challenge: Planning for a Long, Secure Retirement
Retirement isn’t just a chapter—it’s a journey that can last decades. With people living longer than ever, planning for a long and secure retirement requires more than savings; it demands a thoughtful strategy. In this article, we’ll explore how to prepare for the longevity challenge, from managing healthcare costs to ensuring your financial future stays on track.
Planning for Healthcare in Retirement: Four Key Considerations
Retirement is an exciting time filled with new possibilities, but one aspect that many overlook is healthcare planning. As you approach or settle into retirement, making sure your healthcare costs are covered is crucial to maintaining financial security.
This is where Medicare comes in—but it’s not as simple as signing up and forgetting about it. You need to understand your Medicare options, manage out-of-pocket expenses, and plan for future healthcare needs, all while keeping an eye on inflation and long-term care costs.
Winter, Spring, Summer... and Medicare Open Enrollment: Are You Ready?
From October 15th to December 7th, Medicare participants have the chance to review, update, and optimize their coverage for 2024. While this isn’t the only time you can make adjustments, it’s by far the most flexible window of opportunity.
But remember, Open Enrollment isn’t a “sign-up” period for new Medicare participants—it’s a special window for those already enrolled to make changes that will take effect on January 1, 2024. Let’s break it all down so you can make the most of it!
Welcome to the Overview of Our Five-Part Series on Avoiding Common Retirement Planning Mistakes
Retirement is often seen as the ultimate goal after decades of hard work—a time to finally relax, pursue hobbies, travel, or simply enjoy the slower pace of life. However, achieving a comfortable and secure retirement doesn’t happen by chance. It requires meticulous planning, disciplined saving, and a clear understanding of the pitfalls that can derail your retirement plans.
Welcome to the first part of our five-part series on avoiding common retirement planning mistakes. In this series, we’ll be breaking down the critical errors that can derail your retirement plans and, more importantly, how you can steer clear of them. Each part will focus on a specific aspect of retirement planning, giving you the insights and tools you need to build a strong, flexible, and realistic plan for your future.
2024 Email Security: Proven Strategies to Protect Your Inbox
In today's digital age, a single email click can compromise your entire personal and financial security. But what if there was a simple rule to safeguard yourself in just 10 seconds? Discover the '10-Second Email Rule,' a quick and effective strategy to protect against phishing scams, malware, and other cyber threats. Empower yourself with this easy-to-follow guide and keep your sensitive information secure.
The Importance of Cybersecurity for Your Financial Security
In today's digital age, the importance of cybersecurity in financial services cannot be overstated. As financial transactions increasingly move online, the risks associated with cyber threats also rise. This blog explores the critical role of cybersecurity in safeguarding sensitive financial data, offering key strategies to protect both businesses and clients from potential breaches.
Stay Prepared: Updating Your Estate Plan for 2024 and Beyond
In 2024, ensuring your estate plan is up-to-date is more crucial than ever. Changes in tax laws, personal circumstances, and financial goals can all impact the effectiveness of your plan. At LynnLeigh & Company, we guide you through the essential updates and considerations needed to keep your estate plan current and aligned with your legacy goals. Whether you're reviewing beneficiary designations or revisiting your will, our expert insights help you stay ahead of the curve.
Essential Estate Planning Steps for 2024
Estate planning isn't just for the wealthy—it's a crucial step for anyone who wants to ensure their assets are distributed according to their wishes. In our latest blog, "The Basics of Estate Planning 2024," we break down the essential elements of estate planning, including wills, trusts, and power of attorney. Whether you're just starting or need to revisit your existing plans, this guide provides the foundational knowledge you need to protect your loved ones and secure your legacy.
Navigating FAFSA Delays: A Guide to the 2024-2025 Application Challenges
Navigating FAFSA can be challenging, especially when technical issues arise. Our guide provides practical tips and solutions to help you efficiently handle and overcome common FAFSA technical problems, ensuring a smoother application process.
Essential FAFSA Tips for Parents and Students: A Comprehensive Guide
Learn how to build a retirement plan that stands the test of time with our expert tips on creating a sustainable and lasting financial future. Explore strategies that align with your long-term goals and ensure financial security throughout your retirement years.
Essential Financial Advice for New Job Starters
Starting a new job brings excitement and opportunities, but it's also a crucial time to establish strong financial habits. Our guide provides essential financial tips for new job holders, helping you set the foundation for long-term financial success.