Justin Lindahl, RICP, CLTC - Lindahl Financial Group

Justin Lindahl, RICP, CLTC - Lindahl Financial Group Lindahl Financial Group is an insurance and financial services firm committed to helping our clients improve their long-term financial success.

Our customized programs are designed to help maximize, protect, and conserve our clients' wealth. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Justin Lindahl is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Justin Lindahl is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A
Registered Investment Adviser , I am also licensed as an Agent with New York Life Insurance
Company and a Registered Representative . Eagle Strategies LLC is a New York Life Company. Additionally, I am a Financial Services Professional and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither Lindahl Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Lindahl Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee by New York Life Insurance Company or its affiliates of future performance or success.

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This ...
10/09/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

Is it time to add more federal income tax brackets? A new analysis says yes.
10/07/2026

Is it time to add more federal income tax brackets? A new analysis says yes.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

There is no single retirement income strategy that works for everyone. Building retirement income often involves balanci...
10/05/2026

There is no single retirement income strategy that works for everyone. Building retirement income often involves balancing income stability, growth potential, flexibility, and long-term sustainability.

The right approach depends on your goals, needs, and priorities. If you'd like to explore which retirement income strategies may be most appropriate for your situation, let's schedule time to talk.

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache ...
10/02/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

09/30/2026

For couples, retirement planning often means preparing for the possibility that one partner may live significantly longer than expected. That can affect how retirement income is structured and how long assets may need to last.

Let's discuss how your retirement strategy is designed to support both of you over the long term.

09/28/2026

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for inco...
09/25/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

09/23/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
09/21/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

Address

15 Meigs Avenue, Suite 206
Madison, CT
06443

Telephone

+12033184679

Website

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