January Retirement Plan Newsletter 2020

This month’s newsletter contains insights on financial wellness and productivity, improving your retirement plan, keeping beneficiary information updated, and more…

It’s Time to Review Your Personal Umbrella Policy

Don’t just think, “that will never happen to me.” That’s how one of my new clients recently responded when I asked the amount of her personal umbrella coverage. She sighed and then proceeded to tell me…

December Retirement Plan Newsletter 2019

This month’s newsletter includes insights on matching retirement contributions, automatic enrollment, fiduciary responsibilities and more…

New IRS Indexed Limits for 2020

The Internal Revenue Service today announced that employees in 401(k) plans will be able to contribute up to $19,500 next year. The IRS announced this and other changes in Notice 2019-59 (PDF)…

November Retirement Plan Newsletter 2019

This month’s retirement plan newsletter contains insights on IRS tips for plan sponsors, reasons to outsource fiduciary services, financial wellness programs, and more…

Are We Headed for a Recession?

Each morning I craft a Market Update email that I share with our advisors. This email provides commentary on what is happening in the markets and the economy. It includes data related to asset class…

October Retirement Plan Newsletter 2019

This month’s newsletter contains insights on fiduciary services, auto-enrollment into retirement plans, ways to increase employee retirement contribution participation, and more…

Am I Ready to Retire? Finding Your Sweet Spot

If you could trade places with Warren Buffett, would you do it? While you would immediately be worth billions of dollars, you would also be 88 years-old. Perhaps you would consider trading place…

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…

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