Is Value Investing Dead?

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

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…

Lutz Financial adds Joe Carlson

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…

May Retirement Plan Newsletter

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

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…

April Retirement Plan Newsletter

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

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

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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