Posts
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The Age of Responsibility: When to Give Major Money to the Next Generation
The Age of Responsibility: When to Give Major Money to the Next Generation
“A long-ago client of mine had a cousin who got a large inheritance at age 21; it was gone in a few years, spent on rare tropical fish. His moth...
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A Trust for Your Next Generation
A Trust for Your Next Generation
Of the many accounts you can set up for your children or grandchildren (such as 529 Plans for education and custodial bank/investment accounts), none...
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Opinion: Lessons in liquidity – how to get the most when cashing out
Opinion: Lessons in liquidity – how to get the most when cashing out
Steve Herzog and Rodney Van Belle, LNW wealth managers, offer insights on planning when liquidity is on the horizon.
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Opinion: Representation matters for building generational wealth
Opinion: Representation matters for building generational wealth
Debra Smiley, LNW wealth manager and president of Estate Planning Council of Seattle, discusses past and present challenges marginalized communities f...
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Parents are the Biggest Money Influencers for Kids Ages 3 – 18
Parents are the Biggest Money Influencers for Kids Ages 3 – 18
Parents are the biggest “influencers” when it come to how their kids think about money and financial matters, a bevy of studies show. Even...
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Rebranding your financial advisory firm
Rebranding your financial advisory firm
Erin Moyer, Managing Director, Marketing & Communications, discusses LNW’s recent rebrand and the importance of honoring the past while signalin...
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Raising Money Wise Kids
Raising Money Wise Kids
It’s not their teachers nor their friends. Parents are by far the single biggest influence on how kids think about money. From pre-school through hi...
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New SEC Rules on Emissions and Climate Risk Reporting in Context
New SEC Rules on Emissions and Climate Risk Reporting in Context
Last week, March 6, 2024, the Securities and Exchange Commission (SEC) approved new rules on which U.S. public companies are required to report regard...
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LNW Wealth Manager Christy Covalesky Named One of Forbes’ Top Women Wealth Advisors
LNW Wealth Manager Christy Covalesky Named One of Forbes’ Top Women Wealth Advisors
We’re pleased to share that LNW Wealth Manager Christy Covalesky CFP® has been named one of Forbes’ Top Women Wealth Advisors in Northern...
