Jerrod Lynn, Financial Services Professional with Nylife Securities LLC

04/14/2026

Don’t forget to follow our new page.

also Tax Day.

See below.

TAX DAY. Don’t forget your last minute IRA contributions.

$7000 if below age 50
$8000 if above age 50

03/13/2026

Also, don’t forget to follow our new page, Keeping this one active until June Integrity Wealth Associates, LLC

02/25/2026

Working on getting the finishing touches done on our website. Should be ready to go soon! Go follow our new page - Integrity Wealth Associates, LLC tagged above.

02/18/2026

A lot of people assume financial planning is just about picking investments.

It isn’t.

You can have a perfectly built portfolio and still miss your goals if the rest of your financial life isn’t coordinated. Your cash flow, taxes, insurance, and estate planning all matter.

For example:
• Drawing income from the wrong accounts can create unnecessary tax bills
• Outdated or insufficient insurance can wreck a household’s stability overnight
• Neglecting estate updates can leave loved ones exposed

Financial planning isn’t about chasing performance.

It’s about aligning every moving part of your finances into a cohesive, tax-aware strategy that supports the life you’re building.

That’s the real value of thoughtful planning.

01/01/2026

New name. Same commitment.

We’re excited to announce our new DBA:
Integrity Wealth Associates

Nothing else is changing, just a name that better represents our mission.

Thank you for trusting us with what matters most.

12/25/2025

Merry Christmas! 🎄
Wishing you and your family a joyful holiday season filled with peace, gratitude, and time with those who matter most.

12/08/2025

Guaranteed to ruffle some feathers, but here it is:

" Yeah I had to buy this so the government wouldn't rob me on taxes " is my favorite line I hear at the end of the year.

If you spend 50k to save 10k in taxes, you’re not winning. 9 times out of 10 we see it being spent on a depreciating asset that the person didn’t really need. The triple threat is if you had to take out a loan to pay for this " write off ".

Meanwhile, there are options will actually benefit you long term:
-- Traditional IRA ( Limit $7,000 )
-- SEP IRA ( Limit $70,000 )
-- HSA ($4,300 for self ; $8,550 for families)

Outside of that, think about these things:
-Software
-Marketing
-Phone/internet
-Education or certifications
-Pre-ordering supplies

12/02/2025

Every December, I’m reminded how much money is left on the table simply because families with significant assets don’t revisit their tax strategy before year-end.

With only 30 days left to the year, we're working on helping people clean up old accounts, reduce avoidable tax drag, and line things up for 2026.

If you ever want a quiet second look at your year-end tax planning, we're here.

11/03/2025

If you're 5-10 years from retirement, your next move matters more than your first.

Most people don't retire because they hit a number. They retire because they hit a plan.

Right now, we're helping families:

- Position cash that's sitting idle
- Identify retirement income gaps
- Reduce taxes before brackets change
- Stress-test plans against market swings
- Protect their retirement lifestyle

Your future deserves more than hope.

10/27/2025

2026 Open Enrollment is here for most people. If you have any questions about what workplace benefits to choose for you and your family, please reach out to us.