Newsletter Archives

Periodically, Life Planning Partners, Inc. sends a Newsletter to its clients and anyone who wishes to receive it. If you too would like to receive it, use the ‘Contact’ to your left and request to be added to the distribution!

2024

2023

2022

2021

2020

2019

2018

2017

2016

  • August 2016 – Remind Me Once Again…Bonds Aren’t So Bad | Happenings at Life Planning Partners Inc.
  • May 2016 – LPP News Update | Portfolio Reports
  • March 2016 – LPP News Update | Portfolio Reports
  • January 2016 – LPP News Update | Portfolio Reports

2015

2014

  • December 2014 – Greetings from LPP | How to Stop Credit Offers
  • September 2014 – LPP News Update | Portal Tips
  • July 2014 – Protecting your Personal Information | Upcoming Events: Shredding Party and 5K run
  • May 2014 – LPP News Update – Q2’s Planning; FF 5K Run | A Balancing Act – COJ Pension Fund
  • March 2014 – LPP News Update – Next client party; 5K run; shred event | Diversification By Design

2013

  • December 2013 – LPP News Update | To Fee or Not to Fee – That is the Question
  • September 2013 – LPP’s outing to the Financial Fitness 5K Run; Pictures too !!
  • August 2013 – LPP News update | Financial Fitness 5K Run | Bonds and the “Motor City Meltdown”
  • May 2013 – LPP News update | Tax Efficient Investing
  • February 2013 – LPP News update | The Pursuit of Yield

2012

  • November 2012 – Upcoming Tax Changes that will Affect Your Planning
  • August 2012 – Six Things to Protect from Cyber-theft | Whitewashing Fund Performance
  • March 2012 – Shredding Party | New Client Vaults | Hindsight Bias

2011

  • November 2011 – Planning with the End in Mind | Why Passive Investing Rocks
  • March 2011 – Preparing for Chronic Illness | Does It Pay to be Active? (investment management-wise)

2010

  • December 2010 – First issue: What’s Better? A financial plan or financial planning? | Money and Politics

Contact Us

Contact us today with questions or to schedule an appointment.

Phone
(904) 448-5158

Email
[email protected]