Justin Lindahl, RICP, CLTC - Lindahl Financial Group

Home
United States
Madison, CT
Justin Lindahl, RICP, CLTC - Lindahl Financial Group

Call Directions Website Contact the business

Lindahl Financial Group is an insurance and financial services firm committed to helping our clients improve their long-term financial success.

Our customized programs are designed to help maximize, protect, and conserve our clients' wealth. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Justin Lindahl is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Justin Lindahl is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A
Registered Investment Adviser , I am also licensed as an Agent with New York Life Insurance
Company and a Registered Representative . Eagle Strategies LLC is a New York Life Company. Additionally, I am a Financial Services Professional and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither Lindahl Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Lindahl Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee by New York Life Insurance Company or its affiliates of future performance or success.

11/02/2026

Investing trends can change over time. After a period of strong AI-driven market leadership, some sectors have cooled while others have gained momentum. Market rotation is a normal part of investing and can create both opportunities and challenges for investors.

A diversified approach that aligns with your goals, risk tolerance, and time horizon can help you stay focused through changing market conditions. If you'd like to discuss how recent market shifts could affect your portfolio, I'd be happy to help.

10/30/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/3Wcwg8Z

10/28/2026

Many people assume Medicare will cover long-term care, but custodial care such as assisted living, nursing home stays, and help at home generally is not covered by Medicare.

Planning ahead can help protect retirement savings from unexpected care costs. This article looks at the funding gap, long-term care insurance, and other ways families may prepare for future care needs.
https://bit.ly/4zh4O8J

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/26/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

10/23/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

10/21/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/19/2026

If you’re caring for a loved one with a disability, an ABLE account can help them build financial independence—without jeopardizing important federal benefits. Want to know more? Review this information and reach out to me today.
https://nyl.co/4ysD3Zu

10/16/2026

Four generations of family memories are legally invisible to Medicaid, and the moment a grandparent enters a nursing home, that beloved cabin can trigger a financial reckoning most families never saw coming.

10/14/2026

Required minimum distributions (RMDs) generally increase as we age, which means retirement withdrawals and tax obligations may change over time. Planning ahead can help reduce surprises and create greater flexibility later in retirement.

If you'd like to better understand how future RMDs may affect your retirement income strategy, let's connect.

Address

15 Meigs Avenue, Suite 206
Madison, CT
06443

Telephone

+12033184679

Website

http://www.lindahlfg.com/

Alerts

Be the first to know and let us send you an email when Justin Lindahl, RICP, CLTC - Lindahl Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Justin Lindahl, RICP, CLTC - Lindahl Financial Group:

Show All