May Retirement Plan Newsletter

This month’s newsletter contains insights on ways to increase employee retirement contributions, investment options, reasons to roll into your employer’s plan vs. an IRA, and more…

Everything You Need to Know About the Yield Curve

In recent weeks the financial markets have displayed a traditional warning sign that has garnered significant attention. Widely viewed as one of the most reliable and accurate predictors of an economic slowdown…

Lutz Financial Surpasses $1 Billion in Assets Under Management

Lutz Financial, an SEC Registered Investment Advisor and affiliate of Lutz, has announced that it recently surpassed the $1 billion threshold for assets under management…

April Retirement Plan Newsletter

This month’s newsletter contains insights on rolling over into your retirement plan vs. your IRA, a tax savers credit reminder, and more…

Best Practices for Plan Fiduciaries

Are you offering a competitive retirement plan? In this webinar, Chris Wagner of Lutz Financial covers the step by step process for making fiduciary decisions and administering…

Retirement Income + Distribution Planning

Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But with the elimination of traditional pension…

Is the Traditional Bypass Trust Outdated?

Many early-retirement Boomers feel comfortable that their estate plan is in order, having put their estate plan in place when they had younger children. With adult children and the increase in the estate and gift tax exemption amounts…

March Retirement Plan Newsletter

This month’s newsletter contains insights on relief guidance for victims of California wildfires, visualizing retirement, conducting an RFP, and more…

Why Investors Should Own International Stocks

There is a tendency for investors to focus their attention and investment dollars on assets located within the United States. This tendency is well documented and is referred to as Home Country Bias. People are generally more…

February Retirement Plan Newsletter

This months newsletter contains insights on repaying student loans, investment education for employees, risks of filing late, and more…

Lutz Financial adds Austin Wells

Lutz, a Nebraska-based business solutions firm, welcomes Austin Wells to the Omaha office. Austin joins Lutz’s financial division as a Retirement Plan Consultant and Investment Advisor, and brings over four years of experience…

Will I Outlive My Assets?

Running out of money is often cited as the biggest fear of retirees. Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But, with the elimination…

January Retirement Plan Newsletter

This month’s newsletter contains insights on records and their expiration dates, easy steps to keep your plan assets safe, hardship suspensions, and more…

Lutz Financial adds Mathison

Lutz, a Nebraska-based business solutions firm, welcomes Pam Mathison to the Financial division in the Omaha office. Pam joins the Lutz Financial team as a Client Service Associate. She is responsible for working closely with clients…

3 Things All Investors Should Know

Market sentiment has been as volatile as stock prices in 2018 and there is an abundance of storylines impacting each. Investors spend a significant amount of time fretting over things like trade tensions, interest rates and inflation…

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