In early June, I attended the AICPA national conference, a gathering of thousands of CPAs, where I participated in advanced income tax and estate planning...
LWP Blog: Financial Insights
Financial Planning for Divorcees: Essential Divorce Checklist
Although going through a divorce can feel like an emotional roller coaster, managing your money is essential to moving on. Especially if your ex-partner...
Effective Strategies for Relieving Financial Stress
Financial planning and mental health are two significant aspects of our lives that are often seen as distinct from one another. But the truth is that these...
The new magic number for retirement
The “magic number” for retirement in the U.S. has risen faster than the inflation rate in recent years. Let’s look at this number and what it means when investing for retirement.
What to know about inherited IRAs
There are a lot of rules governing required distributions from inherited IRAs. Learn the basics about the types of beneficiaries, how the money is distributed, and more.
Market update: 2024 starting strong and continuing to improve
The financial markets have been volatile, but signs of a rally are strong. Learn what we believe is driving this improvement and what we’re anticipating for the rest of 2024 in our latest market update.
4 considerations for estate planning
Estate planning is critically important but can be emotionally difficult. Learn what to consider and how to make your plan work for you.
How to teach financial responsibility
Teaching children and grandchildren how to handle money is important, but it all starts by teaching meaningful values.
Planning during the retirement “trough years”
For many, the significant drop in income during the early-retirement years can be a great time to engage in tax planning.
What to know about potential tax increases in 2026
Some of the tax cuts from the 2017 Tax Cuts and Jobs Act are due to expire in 2026. Learn what this could mean for you, and strategies to mitigate the effects.
2024 market outlook: Expect activity in sectors that lagged in 2023
We believe that the next 2-3 months may bring positive results, with a possible rotation away from the overbought “Magnificent Seven” to sectors that lagged in 2023.
The fundamentals of 529 plans
Education is expensive, but there are ways to mitigate those costs. Learn the basics about 529 plans.