Laura shares a few themes that resonated with her from Women Embracing Equity, an event LWP sponsored.
LWP Blog: Financial Insights
7 Ways the Secure 2.0 Act Changes Retirement Plans
A new law could change the way you save for retirement and use your retirement funds. We explain the law’s key provisions.
Our outlook is relatively optimistic after a year of change
2022 was a year of change and joy for me personally, and also a year of changes in investing.
Consider creating an ethical will (or legacy letter)
Ethical wills are a way to account for the intangible things you want to leave to your loved ones.
Use tax time to organize your finances
Use tax time to get the rest of your finances in order. Work through this checklist to ensure no opportunities are overlooked.
Portfolio updates we anticipate in the near future
We are monitoring foreign bonds and international stocks as potential next investment moves.
Highlights of current and future energy tax credits
If you’ve invested in energy efficiency or alternative energy for your home or vehicle, make sure you claim the energy tax credits on your tax return.
Watch: Why asset allocation is critical to portfolio development
The discipline of asset allocation flows throughout our portfolio development work. A portfolio with all three key asset classes generally gives smoother, less volatile performance over time.
How female breadwinners navigate household dynamics
How do families with female breadwinners make it work? It starts with discussing your values.