Brett Lozowski

Transitioning into the retirement stage of life is an exciting milestone. Many people find themselves asking: What will I do with my newfound time? Are there volunteer opportunities or charities that I want to become more involved with? Will I do more traveling? Spend more time with family? Along with all the exciting plans to […]

This webinar covers what our investment approach (passive management) is and why we use this philosophy. Brett also covers the importance of revisiting projections and why performance reporting is simply a waste of time. So many in our industry focus on performance reporting. The focus should be on doing comprehensive financial planning and revisiting every

Brett joined Life Planning Partners in 2023 after spending 4 years working for big banks/ broker dealers. He was excited to join a firm that does real financial planning for their clients. Brett wanted to share his story on how LPP is different from many of the other advisors out there and why he joined

As many of you know we use quite a few individual bonds in your investment portfolio. We buy a wide variety of bonds differing in maturity, tax status, and more based off what makes sense in your financial picture. What is the purpose of using all these individual bonds and what role do they play

The Flash Crash What a quarter! That’s all I can say… The financial markets really gave us the full range of emotions from hopelessness and despair to newfound optimism. In just two months, we narrowly avoided an economic catastrophe to rally to new all-time highs. What happened? The US stock market (S&P 500) took the

One of the greatest pleasures of financial planning is helping clients solve their financial problems. It brings the client peace and gives us enormous job satisfaction. Along the way, we learn a lot! Many of these lessons are one-off events that are important to share and cannot be captured in a simple newsletter. To spread