lutz financial planning blog

Long-Term Care Planning 101

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)…

Planning For College Pragmatically

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…

It’s Time to Review Your Personal Umbrella Policy

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…

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