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Blog

Lane Lyday | Mar 11, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Lane Lyday | Mar 4, 2025

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Lane Lyday | Feb 25, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Lane Lyday | Feb 18, 2025

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Lane Lyday | Feb 11, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Lane Lyday | Feb 4, 2025

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Lane Lyday | Jan 28, 2025

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Lane Lyday | Jan 21, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Lane Lyday | Jan 14, 2025

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Lane Lyday | Jan 7, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Lane Lyday | Dec 31, 2024

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Lane Lyday | Dec 24, 2024

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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Indianapolis, IN 46256-3363

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The content is developed from sources believed to be providing accurate information for report writing. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial Planning offered through Harbour Wealth Partners, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Registered as IAR in the following states: IN, TX

Non registered products/Fixed Life insurance/ Fixed Annuities offered through Harbour Insurance Group independent of LPL Financial

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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