LNWM CEO Kirsten Bauer was recently interviewed by the private equity firm the Rosemount Investment Group on LNWM’s approach to managing family wealth. Given Kristen’s lo
Down markets can provide opportunities for us to enhance after-tax returns. LNWM’s Kristi Mathisen describes a strategy known as “tax-loss harvesting” and the careful co
Paying for the grandkids’ education can be extremely fulfilling in and of itself, but it’s also a gift that can play a role in estate planning. LNWM’s Carla Wigen and Mo
Major natural disasters are on the rise, leaving homeowners facing the growing risk of both significant property damage as well as increasing challenges in getting and maintai
The rate on new 30-year mortgages is approaching 6% (double the level in 2020) and could go higher still as the Federal Reserve intends to keep raising interest rates. So it i
Congrats to all college-bound high school seniors — and their families! With the decision of where to go to college already made, it’s time for parents – and grand
Like many people at LNWM, Debra Smiley gives some of her time and expertise to local nonprofits where she can make a difference. As one of the relatively few Black women in t
Where you bank Who/what receives distributions from your Donor-Advised Fund (DAF) What funds are within your 529 Plans for education What funds are offered through your compan
Bringing different generations together to discuss values, the stewardship of wealth, and aspirations is not easy. But LNWM Director Lauren Martin has been helping client fami