Terrence K. Lapan, Financial Advisor

05/29/2025

Let’s connect if you have questions about how the evolving market conditions could potentially impact your investment portfolio.

A look at 3 potential causes of market volatility — and steps to consider.

05/22/2025

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT.

05/02/2025

As President Trump’s new tariffs take effect, what’s at stake for your portfolio? Ameriprise experts share their thoughts on the potential impacts.

Sweeping tariffs have increased market uncertainty to levels not seen since the pandemic. Learn what to consider when evaluating the impact of these new policies.

03/20/2025

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

03/16/2025

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

03/13/2025

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.

03/10/2025

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or household items, for example, can lower your tax bill.

03/06/2025

If you have a high-deductible health plan, consider using a Health Savings Account. This account offers tax benefits for today and tomorrow:

1. Contributions offer an immediate tax deduction
2. Earnings grow tax-deferred
3. Withdrawals used to pay qualified medical expenses are tax-free

03/04/2025

If you’re concerned about the potential impact that economic developments — like tariffs — may have on your portfolio and personal financial situation, let’s connect.

Get answers to your top questions about the current situation.

02/13/2025

Are you making a costly mistake on your taxes? For example, many people sell an asset before the 1-year mark, impacting their capital gains rates. We can work with you and your tax professional to help you take advantage of the current tax code. Call Don or Terry at (775) 267-3190 today!

Watch for these common tax mistakes to avoid for investors, to help manage the impact of taxes on your portfolio.

11/25/2024

Do you know how much you’ll pay in federal taxes this year? Use the marginal tax calculator on my site to help you estimate how much to set aside for taxes. We can work with you and your tax professional to help manage the impact of taxes on your financial goals.

For more information about these financial calculators please visit: Financial Calculators from KJE Computer Solutions, Inc.

11/12/2024

When it comes to estate planning, one size doesn’t fit all. Regardless of what unique considerations your family may have, we will work with you and your estate planning team to create a plan that fits your situation. Call us today at Lapan, Matthewson & Associates, (775) 267-3190

Understand your options and potential solutions.