September Retirement Plan Newsletter 2019

This month’s newsletter contains insights on index funds, student loan contribution programs, borrowing against your retirement plan, and more…

Family Office Millennial Educational Series: Financial Literacy Basics

This is the first session of our Family Office Millennial Educational Series – Financial Literacy Basics: The Beginner’s Guide. Nick Hall and Josh Jenkins of Lutz Financial cover savings plans…

Is Value Investing Dead?

Value investing has been around for nearly a century, developing a devout group of followers over time. Some of the world’s most prominent investors employ a variation of the strategy, including Omaha’s…

August Retirement Plan Newsletter 2019

This month’s newsletter includes insights on integrating your health savings into your retirement plan, Anthem settlements, information on HSA’s, and more…

July Retirement Plan Newsletter 2019

This month’s newsletter contains insights on how to stay on top of your responsibilities and liabilities this summer and more…

Being Mindful of the Social Security Tax Torpedo & Medicare Surcharges

Social Security and Medicare are programs often at the forefront of retirees’ minds. The claiming strategies and rules can be very confusing for the average person. To complicate matters, timing decisions on…

Lutz Financial adds Joe Carlson

Lutz, a Nebraska-based business solutions firm, welcomes Joe Carlson to its Omaha office’s financial division. Joe joins Lutz Financial as a Financial Planner. He is responsible for assisting Lutz Financials’ advisers…

Socially Responsible and Environmentally Sustainable Portfolios

An increasing number of investors are looking for ways to align investment decisions with their own values and philosophies. As a citizen, you can express your political preferences around sustainability and other social…

June Retirement Plan Newsletter 2019

This month’s retirement plan newsletter contains insights on the evolving workscape, millennials saving for retirement, and more…

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…

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