Broker Check

Mike's Perspective

It is Always a Problem: Heads It’s Bad and Tails It’s Even Worse

By Mike Lynch CFP®


Four Lessons to Maximize Your Roy: Return on Yourself

By Mike Lynch CFP®


Year End Moves

By Mike Lynch CFP®


New Year's Numbers

By Mike Lynch CFP®


Future Pensioners Alert: Act Now or Potentially Lose Thousands!

By Mike Lynch CFP®


Take Your Job and Shove It

By Mike Lynch CFP®


The Great Pension Heist

By Mike Lynch CFP®


The Double Play

By Mike Lynch CFP®


Changes Gonna Come

By Mike Lynch CFP®


Summer’s Gone

By Mike Lynch CFP®


My Three Sons: Equal Isn’t Always Optimal

By Mike Lynch CFP®


Tales from the Trenches

By Mike Lynch CFP®


Better Go Direct

By Mike Lynch CFP®


Sarah’s Dilemma: Caught between A Long-Term Care Policy and a Hard Place

By Mike Lynch CFP®


From Scarcity to Abundance: Two Types of Planning

By Mike Lynch CFP®


Sarah’s Questions: Is a Donor Advised Fund or a Qualified Charitable Distribution better for me?

By Mike Lynch CFP®


Sarah’s Questions: Should I Use an Annuity Strategy to Reduce my Taxes? Financial Education

By Mike Lynch CFP®


Financial Education

By Mike Lynch CFP®


Silver Linings

By Mike Lynch CFP®


Curing the Parking Disease

By Mike Lynch CFP®


Planning for Health

By Mike Lynch CFP®


The Shocking Truth About Retirement: You Won't Run Out of Money

By Mike Lynch CFP®


Taxing Health

By Mike Lynch CFP®


Risking it All

By Mike Lynch CFP®


Are you Ready for Retirement?

By Mike Lynch CFP®


Financing Summer's Fun

By Mike Lynch CFP®


Know the Enemy

By Mike Lynch CFP®


Old Formulas Collide with a New Reality

By Mike Lynch CFP®


Pay as you Go may be the Way to Go

By Mike Lynch CFP®


Tax Me Never, Yeah Baby!

By Mike Lynch CFP®