At LWP, we’ve been conducting plenty of maintenance this year on client portfolios as the road turned from smooth to rocky.
Blog posts by Anne Ward
How to help aging parents with their finances
Help from adult children usually progresses over time. Here are some tips for each stage as you manage more and more financial matters.
Gifting money to family members 101
As people think about gifting money to family members, they want to do it in a way that is most beneficial to themselves and the recipients.
Dispelling 3 myths about women and investing
You may have heard many myths about women and investing. Explore the research debunking these myths — and learn why we don’t believe they should dissuade women from investing.
Influences on a meaningful career and full family life
From early childhood on, Anne’s parents modeled and encouraged a life of meaningful work balanced with time for family.
How to write your money story. And why it matters.
Early in my career, I learned a very valuable approach to helping clients identify their views on money — which impact how they make financial decisions. Some...
Legacy planning with life insurance
Life insurance is a way to help your loved ones after you pass away, but there are additional reasons to consider life insurance in your legacy planning.
How to set income and expenses in retirement
When people talk about money and retirement, we most often talk about planning, saving, and investing. We spend much less time talking about how to handle withdrawing and spending in retirement.
5 ways to create a meaningful legacy — starting today
We all want to leave a legacy. Whether you want to be remembered as Cookie Grandma or leave a large financial gift to an organization, you can start that legacy today.