LUTZ BUSINESS INSIGHTS
Family Office Millennial Educational Series – Financial Literacy Basics: Beginner’s Guide
Nick Hall and Josh Jenkins of Lutz Financial cover savings plans, insurance basics, and credit & debt, along with a Q&A session.
RECENT POSTS
Financial Market Update + 2.18.2020
The U.S. dollar has been appreciating relative to other currencies, and it is nearing the highest levels since 2017. Currency movements have both direct and indirect impacts on investors…
Is Your Business Making These 4 Major Accounting Mistakes?
Business owners often feel rushed. There’s never enough time to get things done; even the priority tasks are a struggle to complete. Sometimes, all that rushing results in mistakes…
Supporting Medical Necessity: Is Your Healthcare Organization Compliant?
Submission of complete and accurate medical records is a top priority for all healthcare organizations. According to the Centers for Medicare and Medicaid Services (CMS)…
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