Lund Wealth Management

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

10/01/2026

Throwback Thursday! 💙

We’re still smiling from our 20th Anniversary Celebration!

Looking back at these photos, we’re reminded of just how grateful we are for the incredible community we’ve created together. For 20 years, our clients have trusted us to be part of their journeys, and we’re so thankful for the relationships and friendships we’ve built along the way.

Thank you to everyone who has been part of our journey. Here’s to 20 years of clarity, care, connection, and community!

09/30/2026

Medicare timing can sneak up on you.

Your initial enrollment period usually starts three months before the month you turn 65 and continues for three months after. But things like employer coverage can change when you need to sign up.

A little planning now can help you understand which window applies to you:

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?

09/29/2026

Stocks Climb Despite Soaring Yields

Treasury yields shot higher last week. Stocks basically shrugged.

The S&P 500 gained, the Nasdaq hit new highs, and the economic data still looked pretty solid. Consumers are spending, layoffs remain low, and earnings have held up even as inflation and interest rates stay elevated.

Higher yields still matter. But so far, they haven’t been enough to knock stocks off course.

More on what’s holding up and what could change the picture:

The bears had their shot last week, as Treasury yields soared—and at a bad time, too, as the third week of September is historically one of the worst

09/26/2026

Most of us know what we’d like our investments to do over time.

What’s harder to pin down is how much risk we’re actually comfortable taking to get there.

That’s where this quick quiz can help.

Take the Investment Risk Tolerance Quiz to get a better sense of how you think about long-term growth and risk:

The financial advisors at Lund Wealth Management provide wealth management, financial planning and retirement planning services to Foxborough, MA.