Lund Wealth Management

05/29/2026

A Roth IRA conversion is not just moving money from one account to another.

It is a tax-timing decision.

For some savers, it may help create more flexibility later. For others, the upfront tax bill may not make sense.

See what to weigh before making the move:

With larger traditional IRA account balances and changing tax laws, Roth IRA conversions have emerged as a compelling strategy in retirement planning,

05/27/2026

Early retirement has a nice ring to it.

More room for travel, family, projects, or just a slower morning. But the financial side needs to support that freedom for the long run.

If stepping away early is starting to feel real, check how prepared you may be:

Wondering if the time is right to clock out once and for all? While the idea can seem tempting, we believe you don't want to be hasty.

05/26/2026

The rally is real. The question is whether it’s telling the full story.

Stocks have pushed higher for eight straight weeks, but the bond market is moving in the opposite direction. Higher yields are not just noise. They point to inflation pressure, shifting rate expectations, and changing demand for Treasuries.

This week’s Market Commentary takes the wider view: where momentum is still working, where pressure is building, and what to watch from here.

We might sound like a broken record, but stocks gained again last week as the bull market rolls on. The Dow joined the party, as it climbed back above

05/25/2026

This Memorial Day, we honor and remember the heroes who made the ultimate sacrifice for our freedom.

05/23/2026

Retirement planning can feel abstract until you start putting real numbers behind it.

Our 401(k) calculator helps you explore how your current savings, timeline, and contributions could affect your long-term retirement picture.

See where your current path may lead:

Are you ready for retirement? Use our 401(k) calculator to get a better understanding of your future finances.

05/22/2026

The life insurance you bought years ago may have been right for that version of your life.

But income changes, family needs shift, and long-term plans evolve.

That can change what your coverage needs to protect.

Here’s what to consider before reassessing your policy:

Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance

05/20/2026

Many retirement risks don’t show up until you’re close to retirement.

That’s when decisions around taxes, withdrawals, market exposure, and estate planning become more connected and more important to evaluate carefully.

Here’s what to think through 10, 5, and 1 year before retirement:

Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward:

05/19/2026

Inflation is hot. Bond yields are rising. Stocks are still pushing higher.

That combination may feel unsustainable to investors who remember 2022. But today’s market backdrop is different in a few important ways.

Our latest Weekly Market Commentary explores what may be driving the disconnect and what investors should be watching now:

The rally continued last week, with the S&P 500 now up seven weeks in a row for the first time since late 2023. Yes, we remain quite optimistic about

05/10/2026

Wishing a Happy Mother’s Day to all the amazing moms who inspire and nurture us every day!

05/08/2026

You spend years building the business. Planning for the day you step away deserves the same level of attention.

A strong succession plan gives you room to prepare the business, the next leader, and your own financial future before a transition is already underway.

A guide for owners who want more options later.

As a small business owner, you may be so immersed in the day-to-day functions of your business that you haven’t yet put much thought into the day you