LMR Advisors, LLC

06/09/2026

Wealth preservation isn’t “set it and forget it.” Tax laws, markets, and family needs shift over time. Establish a rhythm for reviewing your estate, tax, and investment plans. A proactive approach keeps your legacy strong.

06/01/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

05/29/2026

05/20/2026

Travel can feel very different once time is no longer tightly scheduled. For many, it becomes less about fitting a trip into the calendar and more about deciding how they want to spend their time.

It may be worth revisiting how travel fits into your overall approach financially. We'd love to help you figure out how to prioritize your goals.

05/14/2026

As we head into summer, now is a great time to review and update your estate planning documents. If you need assistance, please reach out and we would be more than happy to help!

05/10/2026

There is no love like a mother's love. Wishing all mothers a relaxing and beautiful Mother's Day. Enjoy your time celebrating!

05/04/2026

We're excited to announce that we have a new addition joining us this summer! Please welcome Ethan Ernst, who will be interning with us over the coming months.

Ethan is currently a student at Bowling Green University, pursuing a business degree with a focus on Finance, Accounting, and Business Analytics. He hopes of one day joining this industry and therefore will be spending his summer with us learning the ins and outs of the business. We're thrilled to have him on board and look forward to having him on the team.

Welcome, Ethan! We're glad to have you.

05/01/2026

Please join us in congratulating our own Jessica Leverenz on her recent graduation with a Master of Science in Accounting and Data Analytics from Michigan State University! This is a tremendous achievement, and we couldn't be more proud of her dedication and hard work.

Jessica pursued this advanced degree to better serve our valued clients. The specialized knowledge and new skills she has gained will allow her to bring an even deeper level of expertise to our work.

04/21/2026

LMR Advisors is highly qualified for the overall coordination of both your business and personal finances. We provide access to a comprehensive range of investment options.