Planning

We are uniquely capable of advising you based on a 360-degree view of your assets and finances. Not just your investments, but all your assets: properties, any businesses, and even the “human capital” waiting to be developed within your family , as you and your loved ones transition from one phase of life to another. Look for planning-related articles in Navigator, our digital quarterly newsletter.

Back to What We Think.

A step-by-step guide to the major changes, by Kristi Mathisen, Managing Director of Tax and Financial Planning at LNWM.

Do you itemize deductions? Own a business? Have children under 17? These are some of the things that will affect whether you pay more — or less — in taxes from now on. Find out what has changed, who’s likely to benefit, and what you should do now.

Tips on how to protect against online theft and fraud, plus all the ways LNWM guards your financial privacy and security, by LNWM’s Director of Technology Bill Frizzell.

One of the biggest reasons people choose to work with LNWM is because we help our clients navigate the big changes in life, be it a significant transition or an overwhelming event, such as the loss of a life partner, which can leave even the most capable people a bit shell-shocked.

Conventional wisdom on retirement savings can lead you down a path of limited options and potentially higher taxes. LNWM Client Advisor Susan Talton discusses how to make deliberate decisions during the three major phases of retirement, resulting in more control and fewer surprises.

Tax reform is likely in 2017. What will this mean for you, your family, your business? A Q&A with Kristi Mathisen, LNWM’s Managing Director of Tax and Financial Planning, provides insight into what’s being considered and what is likely in the next two years.

“Buy! Sell! Now! With property prices at all-time highs, that’s what a lot of people are thinking. But does the excitement come from real opportunity or a false sense of urgency? Key things to consider when buying or selling in a revved up market, from LNWM tax advisor Kristi Mathisen and client advisor Bridget Burgess.

What financial choices, by decade, add up to a significant lifetime advantage? Here’s what we think is essential, from LNWM Tax Expert Kristi Mathisen and LNWM Client Advisor Sam Craig, based on decades of experience working with multiple generations within families.

At today’s low interest rates, a loan to a family member can make great financial sense. Just as important, it can foster trust, accountability and responsibility. Interested? Then be sure to read Kristi Mathisen’s advice about success factors for family loans, as well as avoiding the pitfalls, including gift taxes.

When your goals change or new opportunities arise, we’re here to help you make decisions that take into account the full impact on your life and on your finances.

Economic downturns are difficult for philanthropies and donors alike. In uncertain times, the thoughtful deployment of your resources is more important than ever. By following our four simple principles, you can continue to have a positive impact on the community causes you love even while you’re paying more attention to your pocketbook.

Find out more about What We Do.