lutz financial planning blog
Build Back Better Act + Impact on High Net-Worth Family Estate Planning
The House released its proposal to pay for the $3.5 trillion Build Back Better Act. The proposed changes could impact your estate planning…
Long-Term Care Planning 101
One of the most difficult decisions clients will make in the financial planning process is planning for long-term care (LTC)…
Why High Net-Worth Families Should Review Their Estate Plans Pre-Election
Election day is fast approaching, and with it comes the potential for sweeping changes in our political landscape. While nobody can predict the outcome, those with a high net-worth (in this case, I’m referring to a net worth…
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…
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