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Insights

Wyatt Lewis | Feb 11, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Finance
Retirement
Investments

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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Wyatt Lewis | Feb 4, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Retirement
Finance

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

Read More
Wyatt Lewis | Jan 28, 2026

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Wyatt Lewis | Jan 21, 2026

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Wyatt Lewis | Jan 14, 2026

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Wyatt Lewis | Jan 7, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management

You know how life tends to throw in a few plot twists?

They don't ask if you're ready. They just show up—with potential financial consequences tagging along.

A

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Wyatt Lewis | Dec 31, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Wyatt Lewis | Dec 24, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.

But here’s the

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Wyatt Lewis | Dec 17, 2025

What 2025 Taught Us About Staying the Course

Investments
Finance
Risk Management
Retirement

Some years pass quietly. 2025 wasn't one of them.

Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested

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Wyatt Lewis | Dec 10, 2025

Common Retirement Regrets—And Proactive Moves to Consider

Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning

Many people don’t regret being retired. They regret how they got there.1

“I wish I had saved earlier.”

“I didn’t think long-term care would matter.”

“I should’ve

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Wyatt Lewis | Dec 3, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for

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Wyatt Lewis | Nov 26, 2025

One Economy, Two Realities: Understanding Today's Economic Divide

Finance
Investments
Savings
Credit
Risk Management
Retirement

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.

This isn't

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E: wyatt.lewis@lpl.com

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