2026 Planning Guide

A number of 2026 tax and estate planning changes are currently in effect. We’ve summarized the most important shifts so you can take advantage of what’s new.

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Celebrating Our Newest Partners

Lenox Advisors is proud to recognize three new Partners, each exemplifying the client‑first mindset that drives our firm’s growth.

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When Life Pauses, Your Business Shouldn’t Have To

Jane Schroeder, Senior Vice President, at Lenox Advisors, shares her breast cancer story and how business overhead expense insurance supported her practice.

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Lenox Advisors Celebrates 9 Years as a Great Place to Work

Lenox Advisors is pleased to announce we have been recognized as a Great Place to Work® for the ninth consecutive year! This prestigious accolade highlights the exceptional culture and community spirit that thrives within our company.

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What Are You Planning For?

Retirement

Protecting My Family

Education Funding

Financial Security

Estate Planning

My Business & Employees

Insights

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What Keeps You Up at Night

Life insurance is a complex and highly flexible financial instrument. But too often, it’s purchased for a very specific purpose, crossed off the financial “to-do” list and tucked away. Why You Need to Evaluate Your Existing Life Insurance Life changes constantly and your insurance needs change with it. That’s why it’s important to review your life insurance coverage on a regular basis to make sure it still meets your needs. A Policy Review is a critical component of a sound financial

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Life Insurance Policy Review

The purchase of life insurance is an important decision for both you and your family. There are many reasons why life insurance policies are purchased, but these reasons should be based on your financial planning needs. Factors such as your marital status, number of dependents and cost for their support; future education needs; current and anticipated family income; and your current assets and debt obligations all play a role in determining the amount of life insurance that is right for you.&nb

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Beyond the 4% Rule

Although the 4% rule can provide a good starting point, your actual safe withdrawal rate may be significantly higher or lower, depending on personal factors.

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Despite New Protections, Identity Theft Remains a Threat

Chances are, you or someone you know has suffered an identity theft incident. Here’s what you can do to fight back.

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