Lutz & Associates Wealth Strategist

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.

The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help ease parental concerns.

Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.