Blog Post

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

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

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

Have you ever found money in your pocket that you forgot about? It’s like finding a little bit of treasure. Many people forget about accounts

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

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