Lund Wealth Management

07/18/2026

Are you prepared for the tax challenges of retirement?

Retirement isn't just about saving—it's about keeping more of what you've worked so hard to earn.

Join Christopher Lund, MBA, CFP®, for a complimentary educational seminar where we'll discuss:

• How taxes can impact your retirement income
• Common tax pitfalls retirees face
• Strategies to help improve tax efficiency in retirement

📍 Norton Public Library
📅 Tuesday, July 28 or Thursday, July 30
🕠 5:30 PM – 7:00 PM

📞 508-316-1949
🌐 www.lundwealth.com

07/17/2026

Required minimum distributions can look simple on paper.

Then the questions start. Which accounts require one? Can withdrawals be combined? What happens if you’re still working or inherited the account?

Get the basics before those decisions land on your calendar:

Understand required minimum distributions (RMDs). What is the RMD for IRAs? What is the RMD for Roth IRAs? And What is the RMD for 401(k)s?

07/16/2026

What has driven market resilience in 2026, even amid inflation, volatility, and geopolitical uncertainty?

Carson's Midyear Outlook 2026 examines the key factors shaping today’s market environment, from AI investment to shifting inflation trends, and what investors may want to watch in the months ahead.

Get the full breakdown: https://tinyurl.com/MYO2026social

07/15/2026

A longer retirement means more years to enjoy life, but it can also bring more years of expenses, healthcare costs, and taxes to plan for.

For many women, that planning window may stretch even further, especially if they outlive a spouse and later have to manage retirement income and financial decisions on their own.

Longevity, retirement income, and taxes all belong in the same conversation.

See what may need more attention over a longer retirement:

Imagine planning for decades to help secure your financial future, only to watch a substantial portion of your savings disappear to unexpected taxes after

07/14/2026

A war, an oil spike, and a 9% pullback gave investors plenty to worry about.

Then stocks rallied back to new highs, and the S&P 500 closed the first half with a 10.2% gain.

The headline return only tells part of the story. Inflation pressures broadened, software moved against the market, and AI reached into value, international, and small-cap stocks.

See what six charts reveal about the market beneath the index:

What a first half it’s been. We had a war, an oil spike, a 9% pullback, a furious rally, a bull market that keeps getting called old, and an AI trade that

07/11/2026

College planning is one of those things that can sit quietly in the background.

Until it can’t.

If tuition, housing, and family contributions are starting to feel more real, our College Readiness Quiz can help you see where your plan may need another look.

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

07/10/2026

You’ve built your wealth over time.

Deciding how and when to pass it on can be more complicated than it looks.

A lifetime gift may help shift future growth to the next generation. An inheritance may offer different tax treatment. And in either case, family readiness matters.

The timing depends on more than generosity. It depends on control, taxes, basis, and what your family is prepared to manage.

You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s

07/08/2026

A life insurance policy can stay the same for years.

Your life usually doesn’t.

A home, a family, a growing income, or a business can all change what your coverage needs to protect.

If your life looks different than it did when you first bought a policy, it may be worth thinking through whether that coverage still fits.

Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance

07/06/2026

Stocks closed out a strong first half of 2026.

But the story underneath is not quite as simple.

The labor market has stabilized, consumers are still spending, and inflation continues to pressure real wage growth.

For investors, the second half may come down to more than market momentum alone.

Well, that’s a wrap on the first half of 2026. After all the handwringing this spring over the Middle East, oil prices, and the Fed, the S&P 500

07/04/2026

Happy Independence Day! May your 4th of July be filled with celebration, family, and gratitude for the freedoms we enjoy.