LUTZ BUSINESS INSIGHTS
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 plans and increased life expectancies, retirees are now finding that the distribution phase (spending down assets in retirement) is far more complex and requires a skill-set that neither they nor their financial advisor may possess. This seminar, led by Joe Hefflinger and Nick Hall of Lutz Financial, will highlight the key components of a successful retirement income and distribution plan as well as specific strategies to consider.
Most business sale transactions are structured as ‘asset sales.’ This is where the buyer sets up a new entity that acquires the assets of the selling business. How a business is structured can have significant…
Professional accounting involves more than just basic bookkeeping. It might be what your business needs to get to the next phase. However, it may also be one of the things that you keep putting off…
Each morning I craft a Market Update email that I share with our advisors. This email provides commentary on what is happening in the markets and the economy. It includes data related to asset class…
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