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…
Is the Traditional Bypass Trust Outdated?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…
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