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05/29/2026

Today is 529 day and an opportunity to think about future education planning. 529 plans offer flexibility and tax‑advantaged features that many families consider as part of a broader financial strategy. Now is a great time to revisit what you have in place.

05/28/2026

Longer lifespans, career pauses, and evolving family roles can shape how women approach retirement planning. Check out this article that highlights important topics to consider when building and maintaining a retirement strategy. Let's talk about how we can create a personalized plan to work towards your financial goals. Learn more: https://www.luteswealthplanning.com/retirement-planning

Women often face additional challenges when it comes to retirement planning.

05/26/2026

The weekly market commentary is now live on our website! Read the latest insights: https://www.luteswealthplanning.com/weekly-market-commentary

05/25/2026

Today we honor, remember, and reflect. In observance of Memorial Day, our office will be closed. We will resume normal business hours on Tuesday.

05/22/2026

The Market Signals Podcast is live! Listen to this week's market update: https://www.luteswealthplanning.com/market-signals-podcast

05/14/2026

From income generation to compounding over time, dividends can play multiple roles in an investment strategy. Check out this article to learn how dividend-paying stocks and funds have historically contributed to total return and portfolio balance.

Have you considered adding dividends to your portfolio?

05/11/2026

Have you scheduled your mid-year financial review? Learn the importance of a mid-year check-in and how it can help keep your financial plan aligned with your goals: https://www.luteswealthplanning.com/blog/the-importance-of-a-mid-year-financial-review