Lund Wealth Management

09/02/2026

Determining what age to begin claiming your Social Security benefit is a big decision. You could start as early as 62 or wait later—up until age 70.

There are a few factors to consider as you make your plan. We break it down for you here:

Your plan shouldn't look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan?

09/01/2026

August is usually considered a weak month for stocks. This year, the S&P 500 is up about 3% with one trading day left.

That matters, because when August was positive and stocks were already up 10% to 17.5% for the year, the final four months gained in 10 of 11 past instances.

It’s a small historical sample, not a forecast. But it’s one reason September’s bad reputation may not tell the whole story this year.

See what the seasonal data is showing heading into fall:

With a day to go, the S&P 500 is up a very impressive 3% during the historically weak month of August. That’s the good news. The bad news? September

08/29/2026

Meet Charlie, Lund Wealth Management’s newest Executive! 🐾💼

As our new Chief Pawsitivity Officer, Charlie’s responsibilities include boosting morale, welcoming clients, and making sure there’s never a shortage of good vibes around the office.

We think he’s going to be a great addition to the team! 🐶

08/28/2026

Retirement might be your main goal, but it’s probably not the only one.

You may also be planning for healthcare costs, college for a child or grandchild, or other long-term needs.

That’s where tax-advantaged accounts come in. A 401(k), Roth IRA, HSA, or 529 can each offer different tax benefits depending on the account and how it’s used.

See how these accounts work across different parts of your financial plan:

While each of us has our own set of financial goals and objectives, one smart strategy can be beneficial in any number of situations: tax-advantaged

08/27/2026

The clients who’ve been with us the longest have taught us something powerful:

Consistency matters more than timing.

Life will always bring uncertainty — markets change, goals evolve, priorities shift.

But the people who succeed financially are often the ones who stay grounded in a long-term plan and adjust with intention, not reaction.

We’re honored to have earned that kind of long-term trust over 20 years.

08/26/2026

Ten years from retirement, you still have time to save, adjust, and think seriously about the life you want to fund.

Five years out, the conversation gets more practical. What will you spend? Where will your income come from? Are you on track?

With one year to go, it’s time to start putting more of the plan into motion and even “test drive” what retirement might feel like.

See what may deserve your attention at each stage:

Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward:

08/25/2026

A lot of the headlines around the markets right now are focused on stocks, but there’s another part of the market worth watching: debt.

Debt is becoming a bigger part of the market story—from $40 trillion in U.S. government debt to the growing use of debt to fund the AI boom.

While we believe the summery rally looks likely to continue, it’s a reminder to keep the bigger picture in view.

Get our full analysis on recent market moves:

After hitting new highs the previous week, stocks pulled back last week as long-term interest rates continued to march higher. The big story was the

08/21/2026

Before you figure out how much you’ll need for retirement, it helps to know what you’re actually planning for.

Travel? More time with family? New hobbies? Maybe a move somewhere warmer?

And that picture may change as retirement goes on. The active early years can look very different from the years when health, support, and a slower pace become more important.

See how thinking through each phase of retirement can help you plan for the life you want:

During your working years, retirement can feel like a distant, far-off time in your life that you hope to get to someday. And though you may think of it

08/20/2026

One thing 20 years has made very clear:

Money is never just numbers on a page.

It’s tied to fear, hope, responsibility, and legacy.

Some of the most important work we do at Lund Wealth Management isn’t technical — it’s helping people slow down, think clearly, and make decisions they won’t regret later.

That trust clients place in us is something we’re deeply thankful for.

08/19/2026

At first glance, Social Security sounds simple: claim early or wait.

But that one choice can affect your monthly income for the rest of your life. And if you’re married, your decision could affect your spouse’s benefits, too.

Then add taxes, Medicare, longevity, and other sources of retirement income, and there’s a lot more to consider than just picking an age.

See how Social Security may fit into your bigger retirement picture:

Retirement is full of important decisions. But in my opinion, few carry as much long-term impact as when and how you claim Social Security benefits. While