Wealth management firm specializing in the holistic analysis of your financial foundation. All written content on this site is for information purposes only.
Fee-based financial planning and investment advisory services are offered by The Lynd Group Advisors, LLC, doing business as The Lynd Group Wealth Management, an Investment Advisor in the state of California. Insurance products and services are offered through Michael Mansfield, independent agent CA insurance license #0F08683. Opinions expressed herein are solely those of The Lynd Group Advisors,
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08/07/2026
In our experience retirement is not just about leaving work. It is about deciding what comes next. Travel, family time, volunteering, hobbies, or simply enjoying a slower pace can all be part of the picture. Once you define your vision, you can begin building a financial plan around it. Visit our website today at https://thelyndgroup.com/.
08/05/2026
Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.
We believe you don’t have to wait until retirement is right around the corner to begin planning. Taking small steps today can give you more flexibility later. Reviewing your savings, estimating future expenses, and understanding your retirement accounts are all great places to start. To get in touch, call us today at (805) 500-7035.
08/01/2026
Lifestyle creep happens when you increase spending in tandem with your income, which could prevent you from accomplishing your financial goals.
Whether retirement is years away or right around the corner, there is value in knowing where you stand. A clear plan can help you move forward with more confidence. To learn more, call us at (805) 500-7035.
07/24/2026
One group is projecting a cost-of-living adjustment of 3.8% based on the most recent economic data.
What Is the Social Security COLA for 2027?
One group is projecting a cost-of-living adjustment of 3.8%, which is unchanged from last month, based on the most recent economic data.
07/22/2026
Summer is often full of fun, but it can also bring extra expenses.
From vacations and weekend outings to family activities and home projects, seasonal spending can add up quickly. A little planning can go a long way in helping you enjoy the season while staying aligned with your financial goals.
If you’d like to review your budget or make sure your plan stays on track this summer, reach out today.
07/20/2026
Planning for retirement means preparing for both the expected and the unexpected. Income needs, healthcare expenses, inflation, and market changes all deserve a place in the conversation. Visit our website at https://thelyndgroup.com/.
07/17/2026
Early retirees can learn new skills, read more, take free college or community classes, or try new hobbies.