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The Lynd Group Wealth Management - FM, TX

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The Lynd Group Wealth Management - FM, TX

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Comprehensive wealth management firm in Flower Mound, TX.

10/19/2026

Giving Back Is About More Than Generosity. It's About Leaving a Legacy.

The causes you support often reflect what matters most to you—your family, your community, and the values you hope to pass on to future generations.

As the end of the year approaches, it's a good time to ask yourself:

- Does my charitable giving reflect my personal values?
- Am I making the most of potential tax-efficient giving opportunities?
- Is charitable giving part of my long-term financial and estate planning strategy?

At The Lynd Group, we believe financial planning isn't just about building wealth. It's about helping you use your resources in ways that reflect your priorities and make a meaningful difference.

Your generosity can be part of your financial legacy. Let's make sure you have a plan that reflects what matters most to you.

(972) 227-8827
www.thelyndgrouptexas.com

Guiding Your Wealth. Securing Your Legacy.

10/17/2026

Does Medicare Cover the Cost of Senior Living? You Might Be Surprised.

Many people assume Medicare will cover their care costs as they age. Unfortunately, that's not always the case.

While Medicare may cover certain medical services and short-term skilled nursing care, it generally does not cover assisted living, long-term nursing home stays, or ongoing personal care.

That means expenses such as housing, meals, and assistance with everyday activities could become high out-of-pocket costs.

Have you considered how future care expenses might impact your retirement savings?

At The Lynd Group, we believe retirement planning is about more than managing investments. It's about helping you prepare for life's uncertainties while protecting the financial future you've worked so hard to build.

A comprehensive retirement strategy should account for potential healthcare expenses, long-term care needs, and the income you need to maintain your quality of life.

Let's talk about how these expenses fit into your retirement plan.

(972) 227-8827

Read more here:
https://health.usnews.com/medicare/articles/medicare-and-senior-living-whats-covered-vs-out-of-pocket-costs

10/13/2026

Are You on Track With Your Required Minimum Distributions (RMDs)?

As the end of the year approaches, now is a good time to review your retirement accounts and make sure you're meeting any Required Minimum Distribution (RMD) requirements.

Missing an RMD deadline could result in costly IRS penalties. But taking the right amount at the right time is only part of the picture. How and when you withdraw money from your retirement accounts can also affect your taxes and overall retirement strategy.

At The Lynd Group, we help individuals understand their retirement income options and make informed financial decisions.

Are you simply meeting your RMD requirements, or are your withdrawals part of a coordinated retirement strategy?

Schedule a conversation with our team. We're here to help you plan with greater clarity and confidence.

Call us today! (972) 227-8827
www.thelyndgrouptexas.com

"Guiding Your Wealth. Securing Your Legacy."

10/05/2026

One of the best ways to help people prepare for retirement is to give them the information they need to make informed decisions.

That’s why we regularly host complimentary educational seminars on topics that can meaningfully impact retirement, including Social Security, retirement income, taxes, Medicare, managing risk, and creating a plan designed to last.

Our seminars give you a chance to learn, ask questions, and better understand the decisions ahead.

And if what you learn brings up questions about your own situation, Tana and Owen are available to sit down with you individually and help you take a closer look at your retirement strategy.

The more you understand about your finances, the more confidently you can plan for what comes next.

📍 The Lynd Group | Flower Mound, Texas
Interested in attending an upcoming seminar? Call (972) 227-8872 to learn more.

09/16/2026

How is your retirement savings progress looking this year?

Before year-end, take a moment to review how much you’ve saved, whether you’re still on track toward your retirement goals, and whether any adjustments may be appropriate.

At The Lynd Group, helping you work toward your financial goals is our priority. Tana and Owen will take the time to sit down with you, review where you are today, and help you identify the next steps that may support the retirement you envision.

Preparation can bring greater clarity and confidence about the future. Let us help you feel more prepared for yours.

Schedule a conversation with Tana and Owen today.

09/04/2026

Your retirement plan shouldn’t be something you create once and then forget about.

Life changes. Markets change. Tax considerations change. And sometimes, your goals change too.

A regular financial review gives you an opportunity to ask important questions:

• Are you still on track for the retirement you want?
• Does your current strategy still fit your goals and comfort with risk?
• Have changes in your life affected your retirement income needs?
• Are there areas of your financial plan that deserve another look?

Even if retirement is still several years away, reviewing your strategy periodically can help you make more informed decisions along the way.

Ready for a conversation about where you stand?

Call The Lynd Group Flower Mound at 805-377-7117 or email [email protected] to schedule a time to meet.

08/21/2026

Planning for retirement isn’t just about reaching a number—it’s about creating a strategy for the life you want to live.

At The Lynd Group – Flower Mound, Tana works with individuals and families to help bring clarity to questions around retirement income, investments, Social Security, and long-term financial goals.

If you’ve been wondering whether your current plan is truly on track, a conversation can be a good place to start.

**Call The Lynd Group – Flower Mound at (972) 227-8872 to schedule a consultation.**

08/06/2026

Retirement feels better when you have a plan.

A thoughtful retirement strategy can help you understand:

• How much income you may need
• When to claim Social Security
• How your investments support your goals
• Whether your savings are built to last
• How taxes, inflation, and healthcare may affect your future

Whether retirement is approaching or already here, it’s worth knowing where you stand.

Schedule a retirement planning conversation with The Lynd Group today.

Call (805) 500-7035 or email tana@the lyndgroup.com

🌐 thelyndgroup.com

07/05/2026

America is 250! 🇺🇸 We feel so blessed and deeply grateful for the privileges and blessings that we enjoy as Americans!

We hope you are enjoying your 4th of July holiday!

06/06/2026

Did you know The Lynd Group has a YouTube channel?

🎥 The Wealth Puzzle is designed to help make retirement and financial planning easier to understand. Our videos cover a variety of topics, from retirement income strategies and Social Security to investing and wealth management—all explained in a clear, straightforward way.

Follow the link below and subscribe to stay informed with our latest content.

Have a retirement or financial question you'd like us to cover in a future video? Let us know in the comments or send us a message—we'd love to hear from you!

Watch, learn, and start putting the pieces of your financial future together. 🧩

Subscribe at: www.youtube.com/thelyndgroup

Address

2201 Spinks Road
Flower Mound, TX
75022

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

(972)2278872

Website

http://www.thelyndgroup.com/

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