Lex Wealth Management

10/09/2026

The fourth quarter is here. Before the holiday season gets busy, consider giving your financial life a quick check-in: retirement contributions, beneficiary information, charitable giving plans, insurance coverage and your progress toward this year’s goals. A little organization now can make year-end feel much less rushed.

10/08/2026

Today is World Financial Planning Day. Financial planning starts with knowing where you are, getting clear on where you want to go and creating a thoughtful path between the two. Life can change, and your plan can evolve with it.

10/07/2026

Stay up to date with the latest in market news and insights that might affect your future financial goals with our ! Read more here: https://www.lexwealthmanagement.com/weekly-market-commentary

10/05/2026

A retirement withdrawal strategy built for a shorter, more predictable time horizon can quietly become a liability over a retirement that long.

Retirees may spend 30 years or more in their retirement, and therefore need a retirement plan that supports longevity.

10/03/2026

October is Financial Planning Month. A financial plan is about more than investments. It can bring your retirement goals, income needs, savings, risk management and legacy priorities into one bigger picture. This month, we’ll be sharing a few ways to keep your financial life organized and your goals in focus.

09/28/2026

You need to avoid these 8 costly financial mistakes if you are planning on retiring in the next 5 years.

The closer you are to retirement the hard it will be to recover from costly financial mistakes. From Medicare to taxes to investing, retirement planning is complex.

09/25/2026

💡 September Wealth Tip: Review your beneficiary designations.

Many people update their wills but forget to review the beneficiaries listed on retirement accounts, life insurance policies, and other financial accounts. Ensuring these designations are current can help protect your wishes and your loved ones.

09/22/2026

🍂 Happy First Day of Fall!

As the seasons change, it's a great time to reflect on your financial goals and prepare for what's ahead. Whether you're reviewing your retirement plan, updating your estate documents, or planning year-end financial moves, now is the perfect time to get organized.

Let's make this season one of preparation, growth, and confidence.