Whether you're planning for retirement, managing investments, or navigating through unexpected financial challenges, having a trusted certified financial
Steve Lynch Wealth Management explains key considerations and strategies for planning an early retirement, insights, and more to consider before taking the
At this B&N in-store event, Steve's book flew off the shelf and, in no time, sold out. Fortunately, we brought along a case of books, just in case—and, as it
Financial literacy is vital to confidently and effectively managing your finances, no matter the situation. Having a good base of financial knowledge can help
Social Security is a critical part of retirement, and often a grossly misunderstood one. Many people don’t realize that they are missing out on extensive
Planning for retirement can feel overwhelming, especially when you’re unsure of what steps to take to successfully set up and maintain a retirement fund. Maybe
So you’ve made the decision to seek guidance from a financial planner—it’s an awesome decision and one that you can greatly benefit from, both financially and
Life is constantly changing, but the importance of two things continually remain the same: finances and planning. Managing your wealth and planning for the
Financial planning is much more than just numbers. From investments and savings to credits and debts, there’s a lot to know—and financial terminology is a major
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the
Steve Lynch – CERTIFIED FINANCIAL PLANNER™ Professional “How do you do anything without a plan?” In 1982, I fell in love with the idea of Financial Planning
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions
More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With
As the go-to investment option for most companies and their employees, 401(k) plans provide many benefits to plan participants, including deferment of taxes
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat
Has a dog or cat grabbed hold of your heart? It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog
Like health care, many of us continue with the same auto insurance policy for years, never bothering to find out whether another insurance carrier could provide
Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don
As we draw closer to the last quarter of 2018, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked
If you’re currently in the market for a home, it will speed up the process considerably if you’re familiar with the various mortgage options available. Finding
Of all the things you’ll purchase in your lifetime, it’s likely that your home will be the largest, most expensive purchase you will ever make. While homes vary
Fear of the Inevitable End Any investor knows the markets’ great returns over the last couple years. Most non-investors out of jealousy will undoubtedly be
We live in a society that values intelligence. For the most part, this is a great thing. However, we have placed an extreme amount of emphasis on being well
How many times have you failed to do something out of fear? Or, talked yourself out of doing something because of it? What do we do when we're afraid? Well, it
When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
What’s the difference between a robo advisor and an actual financial advisor? It may seem like there’s an obvious answer - I mean one’s a software - but truly
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In today's world most people sadly do not believe that they can obtain wealth. Here in the land of opportunity, most people are so close to being lucky. Here at
You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult”. But with the responsibility
30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be
