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Portfolio Management for Retirees During a Financial Crisis
The impact of COVID-19 on the financial markets has been nothing short of dramatic. From its all-time high on February 19th, the S&P 500…
Personal Finances: Focusing on What You Can Control
Like many of us, you may feel a bit disoriented, fearful, and anxious. Not only has your life been dramatically altered in the past few weeks…
Planning For College Pragmatically
Many parents have a goal of encouraging their kids to go to college. The dream of higher education is often a large driver in most parental decisions for their children…
The SECURE Act + Planning Considerations for Individual Investors/Taxpayers
As often happens in Washington, speculation is just that and Congress acts on its own timeline. The Setting Every Community Up for Retirement Enhancement (SECURE) Act…
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…
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…
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…
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…
Is the Traditional Bypass Trust Outdated?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…
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