Lily Wealth Partners

06/03/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

06/01/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

05/29/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

05/27/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

05/26/2026

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.

05/25/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

05/22/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

05/20/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

05/19/2026

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC) coverage can set you apart from your competitors while leveraging additional tax advantages.