Pivoting Towards Retirement

03/17/2026

Don’t rely on luck to lower your taxes in retirement.

Greg Lynch has years of experience helping Tennessee residents take care of their tax obligations at the optimal time.

03/14/2026

We love nothing more than telling people they can retire.

You may be closer than you think! Tune into Pivoting Towards Retirement for financial insights that are from the heart.

03/10/2026

Since 1999, Greg Lynch and Pivotal Financial have focused on retirement income, asset preservation, and clear, education-driven guidance for families throughout Tennessee.

03/06/2026

Addressing a “host” of financial concerns.

As host of Pivoting Towards Retirement, Kristin Oakley brings timely topics to the table, helping you stay informed of what’s happening across the economic landscape.

03/03/2026

Even if you’ve played your cards right to this point, retirement is a whole new ballgame.

Now may be the time to pivot from the high-risk pursuit of growth to the preservation of your hard-earned savings.

12/29/2025

You worry about your bucket list in retirement. We’ll help manage the rest.

12/24/2025

Happy holidays from the team at Pivotal Financial.

We hope this season is a joyous one for you and your loved ones!

12/20/2025

Coaches save their best plays for the red zone.

When you’re closing in on the final 5-10 years before retirement, Pivotal Financial provides the calls that can help you cross the goal line.

12/15/2025

Be wary of the “widow’s tax trap.”

Women live longer on average, but when a spouse passes away, the tax burdens live on.
Planning for this reality can help keep an already-difficult situation from getting worse.

12/13/2025

Even the most disciplined spenders can be thrown off course this time of year.

Here are some helpful tips to help you manage the holiday-spending craze.
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Don’t let fraud ruin your festive season