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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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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Gifts with Benefits

Last year’s One Big Beautiful Bill Act introduced several significant changes to the rules governing charitable deductions. Review these updates to see how they affect the deductibility of your donations.

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Hold on to These Tax Records

Learn which tax records you should retain to help ensure you’ll have what you need to respond to an audit, amend a return, or more.

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