Lansing Street Advisors

06/02/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

05/28/2026

It is a common misconception that 401(k) plan benchmarking is only necessary during a competitive job market. In reality, regular benchmarking is an essential strategy that can help your plan remain cost-effective, compliant, and aligned with workforce needs and business goals. Swipe to learn more.

Interested in scheduling a benchmark review or seeing how your retirement plan compares to others in your industry? Give us a call today.

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/21/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.

05/14/2026

This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calculating personal wealth? Swipe through this quiz to test your knowledge. You might even be surprised by what you learn!

If you have any specific questions or concerns about your financial picture, don’t hesitate to reach out. We’re here to be a resource for you.

05/12/2026

If you have been reevaluating your 401(k) plan as the year reaches its mid-way point, you might’ve thought about adding or revamping an employer matching plan.

Employer match is a great fit for companies that are looking to incentivize employees to participate in their 401(k) plans, increase employee satisfaction, and boost recruitment. However, the specifics of what an employer-matching plan looks like depend on your business's needs and the level of match you can accommodate.

That’s where we come in. We’re here to help you ensure your benefits meet your team’s needs and stay within your budget. We can talk through the specifics of adding employer matching to your 401(k) plan or revamping a current employer match plan. Give us a call today, and we can get started.

05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

05/08/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

05/08/2026

Our new Youtube channel is officially launched! Subscribe so you dont miss the next episode of Get Weathy. Stay Wealthy.

Lansing Street Advisors is an SEC-registered investment advisor and family office based in Ambler, PA. We help successful families, business owners, and pre-retirees with the two disciplines that matter most: building wealth, and keeping it. This channel is home to Get Wealthy, Stay Wealthy — our ...

05/07/2026

Introducing Get Wealthy, Stay Wealthy — a new video series from Lansing Street Advisors.
Episode 1 is live.
Recession. Inflation. War. Last week's headlines drove investors into "extreme fear" — and triggered one of the fastest rotations to cash in market history.
Here's what the panic missed:

Through 9/11, two Middle East invasions, the 2008 crisis, COVID, and the Ukraine war, the S&P 500 has returned 708%.
Getting wealthy is one discipline. Staying wealthy is another.

Watch the 4-minute debut here 👇 and don't forget to subscribe!
https://youtube.com/?si=BzPxf36pdd2AoSjq