Category: BLOG

Summer Check-In: Four Things to Review Before the Season Gets Away By Tim Lyons | Financial Advisor, Lyons Resources Jupiter, Florida — Serving Northern Palm Beach County and the Treasure Coast Published: June 12, 2026 | Last Reviewed: June 12, 2026 This time of year, advisors are reviewing accounts and making sure portfolios are still… Read more

If You’re 70½ and You Give to Charity, There’s a Smarter Way — Lyons Resources Published May 29, 2026 · Stewardship / Giving · Tim Lyons If You’re 70½ and You Give to Charity, There’s a Smarter Way. If you write a check to your church every month, or you tithe through the offering plate,… Read more

What Long-Term Care Actually Costs — Lyons Resources Published May 22, 2026  ·  Family Planning / Life Stewardship  ·  Tim Lyons What Long-Term Care Actually Costs — and Why the Number Surprises Most Families Last week I shared five questions worth sitting with before a care conversation becomes urgent. A few people wrote back with… Read more

Artificial intelligence isn’t coming. It’s already here — sitting in your inbox, writing your reports, booking your meetings. The question isn’t whether AI will change markets and retirement planning. The question is: What do you do about it? This is a framework for positioning portfolios and planning retirement in an economy being reshaped by AI… Read more