Thank you all for a wonderful last decade and we look forward to the next one. What will the world deliver? It changes constantly and our purpose at Life Planning Partners is to bring financial peace to our clients no matter what the world sends our way.

2020 will focus on improving our service to you. Our regular projection, insurance, and estate planning reports are valuable, and for some people, they can be overwhelming – we plan to simplify these and distill down the actionable steps you need to take to optimize your situation. This will be a big undertaking and we want your feedback along the way. Please let us know other areas where we can improve our service any other changes you would like to see.

As a reminder, we are not taking new clients. We love that you want to refer people to us and for the next year, we want to focus on improving our service to you.

As always, thank you so much for allowing us to work with you and your families. We get great joy from what we do and who we do it for.
Wishing you and yours a wonderful holiday filled with love, peace, and laughter.
Warm regards,
The LPP Team   
The SECURE Act Provisions of the Spending Bills

By now you may have heard about the SECURE Act - an "overhaul" of the retirement system. We've been watching the progress on these provisions since the SECURE Act was passed by the House in May and had an equivalent bill introduced in the Senate in April. Then it stalled...and now it is law. My, how quickly things change!
Some of the provisions of the SECURE Act are good and some are not-so-good. Rest assured we have looked at all of it and there is nothing to do before year end .
For those who are affected by the law, we’ll discuss the changes that are important to you over the coming months.
Life Planning Partners, Inc.