Lentz Thompson Retirement Advisors

06/02/2026

June is Homeownership Month, and for many, a home plays an important role in retirement planning.

Whether it’s paying off a mortgage before retirement, downsizing, or using home equity strategically, it’s worth considering how your home fits into your long-term financial picture.

06/01/2026

By prioritizing saving before spending, you give your future self more flexibility, security, and opportunity. Whether you're working toward homeownership, retirement, or building a safety net, small disciplined choices can make a big impact over time.

05/28/2026

If you are worried about the distance your dollar can go, consider smart budgeting. Here is a helpful graphic that can give you some budgeting ideas and strategies.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

05/26/2026

Considering retirement? Timing your decision can be difficult, but evaluating certain factors can help. Here is a helpful guide to help you identify when retirement might be right for you.

Consider many factors that may affect the timing of your retirement.

05/25/2026

Today, we pause to remember and honor those who served and sacrificed. We’re grateful for their dedication and the opportunity to reflect this Memorial Day.

05/22/2026

Retirement income often comes from multiple sources such as Social Security, retirement accounts, pensions, and personal savings. Understanding how these pieces work together can help create more predictable and sustainable income over time.

05/21/2026

The Roth 401(k) is a widely used plan that can help you build out your financial plan. If you aren't familiar with a Roth, this quick read will help with the basics.

A Roth 401(k) is a traditional 401(k) plan that accepts Roth 401(k) contributions. If you're lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement income.

05/20/2026

Financial planning isn’t just about retirement, it’s about coordinating today’s decisions with long‑term goals across work, family, and lifestyle. Our approach is designed to support you through every stage, not just one chapter.

https://www.lentzthompson.com/our-approach

05/18/2026

Understanding your financial options is one of the most powerful tools you can have. Knowledge creates confidence, and confidence leads to better, more intentional decisions over time.

05/14/2026

As families grow and change, financial plans should change too. New children, career shifts, aging parents, or business opportunities can all affect cash flow, protection needs, and long‑term goals. Regular check‑ins help ensure your strategy still fits your life and not a version of it from years ago.