Lindenberg Financial

🎓 Sweet celebrations for a big milestone!

We were honored to donate cupcakes to the graduating FTMS 8th graders as they celebrated the end of one chapter and the beginning of another.

Congratulations to all of the students. We wish you a summer full of fun and an exciting start to high school this fall!

🎓College decision day may be over, but the planning is just beginning.

From 529 plans and financial aid to scholarships and retirement planning, paying for college is about more than just saving, it's about having a strategy.

Ready to make a plan? Read our latest blog and learn how to help fund their future without sacrificing yours.
https://www.lindenbergfinancial.com/blog/college-decision-day-has-passed-now-comes-the-big-question-how-do-you-pa

☀️We're almost halfway through the year.

Back in January, many of us set financial goals with the best intentions. Some are on track. Some have taken a back seat to life's unexpected events.

Share your answer below. No judgment, just a fresh start and a little accountability.

Running a family business takes vision, dedication, and long hours, but one thing many owners put off is succession planning.

Succession planning isn’t just about stepping away; it’s about protecting what you’ve worked so hard to build. Read more in our latest article.
https://www.lindenbergfinancial.com/resource-center/estate/succeeding-at-business-succession

FamilyBusiness.org, 2025

“Markets were up” is only part of the story.

Last week showed how quickly investor sentiment can shift based on inflation concerns, AI momentum, interest rates, global tensions, oil prices, and even rumors of peace negotiations overseas. One headline can move markets, but long-term financial planning is about much more than reacting to headlines.

This week’s market update breaks down:
🤖Why AI stocks continue driving momentum
🌎How geopolitical events can impact your portfolio
↘️What falling oil prices and Treasury yields may signal
📊Why diversification still matters during record highs
🗞️What investors should really focus on beyond the headlines

If you’ve ever wondered how world events connect to your investments and retirement strategy, this is worth the read.
https://www.fmgwebsites.com/1422d401-33cd-4737-b4ce-2b5ac03e92b5/blog/weekly-market-insights-markets-shrug-off-chip-worries-finish-strong

This Memorial Day, we pause to remember those who gave everything in service to our nation.
We are grateful for their sacrifice and the freedoms they helped protect. ❤️🤍💙

One of the best parts of what we do is who we get to do it with. This week our team and strategic partners had an amazing day on the water watching the Blue Angels fly over Annapolis. ⚓️💙

Tomorrow, our team will be stepping away from the office for a team-building day!

Our offices will reopen on Wednesday. We appreciate your patience and can’t wait to share a few highlights from the day!

It was a beautiful morning for the DQ Dash! 🍦🎇