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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Lund Wealth Management

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Lund Wealth Management

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True WEALTH goes beyond financial success—it’s about living with purpose.

At Lund Wealth Management, we deliver forward-thinking financial strategies and personal advice that help to create meaningful impact and empower those we serve. Lund Wealth Management delivers forward-thinking financial strategies and personal advice that create meaningful impact. Our mission is to empower the individuals and families we serve with clarity, confidence, and support through every life transition. We believe true WEALTH is about more than money—it’s aligning your finances with what brings you love, joy, and community. By focusing on what matters most, your WEALTH can strengthen relationships, enrich experiences, and build deeper connections. Through holistic planning, disciplined investments, and tailored tax guidance, we help simplify financial complexity so you can make confident decisions and build a lasting legacy rooted in your values.

10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.
Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready.

Take the quiz and get access to our helpful College Expenses Checklist

Read more about College Readiness Quiz from Lund Wealth Management. With Lund Wealth Management, money doesn't have to be complicated.

10/23/2026

Blog: Why & How to Use a Roth IRA Conversion in Retirement Planning
Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.

Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters:

https://www.lundwealth.com/insights/blog/the-roth-ira-conversion-why-how-to-use-this-strategy-in-your-retirement-planning/

Could you benefit from a Roth IRA conversion? Learn about the benefits and when it may make sense for your retirement plan.

10/21/2026

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.

Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them:

Business succession plans and business exit planning are critical for small business owners. Learn what common exit planning mistakes you should avoid.

10/20/2026

Midterm elections are almost here. History suggests stocks could have more room to run, but much of this bull market’s strength depends on AI.

How is AI spending affecting corporate profits, bond yields, and inflation, and what could that mean for investors? Explore these trends in our latest Market Commentary:

The S&P 500 fell 1.9% last week (total return). What’s amazing is that 10 of the 11 sectors that make up the S&P 500 outperformed the index. But

10/17/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional non-deductible contributions may be available to your household:

Read more about Calculator: How can I optimize my IRA contributions? from Lund Wealth Management. With Lund Wealth Management, money doesn't have to be complicated.

10/16/2026

In a world that seems ever-changing, planning for retirement can feel overwhelming. Are there blind spots in your plan that could cause concern down the road?

We’ve got four advanced strategies that can help cover any potential blind spots—helping to maximize your retirement and make your money last.

Becoming hyper-focused on only one aspect of a project is rarely a good approach. A racecar driver who only focuses on speed and ignores strategy likely

10/14/2026

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many responsibilities is managing finances—it can be the difference between a thriving business and one that’s struggling.

Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run:

Running a small business involves juggling multiple responsibilities, and managing the business’s finances is one of the most crucial aspects. Proper

10/13/2026

What a ride the past four years have been. With so many seeing a recession ahead in late 2022, we were bullish. And four years later, we still think this bull may have more room to run.

But how will the upcoming midterm elections affect the market? Get our insights in the latest Market Commentary:

The S&P 500 hit a new closing high Tuesday last week, its first new high since August 13. A new high confirms we’re still in a bull market and this

10/03/2026

Retirement planning isn’t only about picking a date and hoping everything lines up.

How soon you want to retire, what you’re working toward, and how confident you feel about your current plan can all tell you something about where you stand.

See what your answers say about your retirement readiness:

Are you ready to retire? When will you be ready to retire? What changes should you make in order to get there? Take this brief quiz to find out.

10/02/2026

A low monthly premium can look appealing when you’re comparing Medicare plans. But it’s only one piece of the decision.

The doctors you want to keep seeing, the prescriptions you take, and even where you spend your time can all affect which coverage works better for you.

Here are a few things worth looking at before you choose:

Choosing the right Medicare plan is one of the most important decisions seniors face. It’s also one of the most difficult. The healthcare system isn’t

Address

225 Foxborough Boulevard Suite 102
Foxborough, MA
02035

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Website

http://lundwealth.com/

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