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Linaugh Financial Services

Tim Linaugh | Oct 19, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Tim Linaugh | Oct 2, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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Tim Linaugh | Sep 19, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Tim Linaugh | Sep 4, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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Tim Linaugh | Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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Digital art image of a business person looking through a large set of binoculars.
Tim Linaugh | Aug 2, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Tim Linaugh | Jul 25, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Woman in a suit holding a piece of paper. She is in an office setting.
Tim Linaugh | Jul 18, 2024

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Grandmother and granddaughter knitting together
Tim Linaugh | Jul 11, 2024

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Close-up image of an elderly hand being held by a younger-looking hand
Tim Linaugh | Jul 4, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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An exit sign in a modern office building
Tim Linaugh | Jun 27, 2024

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Digital art of a lawyer standing next to a large document and gavel.
Tim Linaugh | Jun 20, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Office

9915 Mira Mesa Blvd
Suite 110
San Diego CA 92131

Contact Info

(858) 395-2196
Tim@LinaughFS.com

     

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The Leaders Group, Inc. We are a securities Broker Dealer, Registered with the United States Securities and Exchange Commission (SEC), a member of the Financial Industry Regulatory Authority (FINRA), and a member of The Securities Investor Protection Corporation (SIPC) Please be aware that Brokerage and investment advisory services and fees differ and it is important for an investor to understand the difference. Free and simple tools are available to research firms and financial professionals are available at www.Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers and investing.

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