LakeHausWealth

05/29/2026

When it comes to professional services, cost is only one part of the equation. Experience, insight, and a thoughtful approach can all play a role in the value you receive.

In financial planning, fees often reflect the level of service, attention, and coordination involved in helping you work toward your goals. While lower-cost options may seem appealing, it’s important to consider what’s included—and whether it aligns with your needs.

The right fit isn’t always about choosing the lowest fee, but rather understanding the value behind the service.

🧭 At LakeHaus Wealth Partners, we believe in transparent conversations around fees and the services we provide—so you can make informed decisions with confidence.

📫 Menasha, WI | 📲 lakehauswealth.com

05/28/2026

It’s National Burger Day! 🍔

A solid financial plan, like a good burger, is built with care—starting with the basics and balanced to fit individual goals.

Reach out to our office to schedule your financial check-in to make sure everything is still stacked just right. 🧭

📫 Menasha, WI | 📲 lakehauswealth.com

05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/26/2026

🏖 Now that Memorial Day has passed — and the unofficial start to summer is here — the spending tends to pick up fast and test people's budgets.

Weekend trips. Kids’ activities. Festivals and fairs. Concerts. More meals out. It all feels manageable in the moment… until September rolls around and the credit card balance tells a different story.

The biggest issue usually isn’t income. It’s failing to prepare for expenses we already know are coming. A few small adjustments now can make a huge difference later.

For all your finance questions, we're here to help.

📫 Menasha, WI | 📲 lakehauswealth.com

05/25/2026

📅 Office Closure Notice 📅

In observance of Memorial Day, our office will be closed on Monday, May 25th.

While our office may be closed, you can still call, text, or email us at any time. Messages will be returned when we resume normal business hours on Tuesday, May 26th from 7:30am-5:00pm.

📫 Menasha, WI | 📲 lakehauswealth.com

05/22/2026

🤝 Some of the most meaningful relationships begin with a simple introduction. If you know someone who may benefit from guidance as they navigate retirement planning, investing, or other financial decisions, sharing a trusted resource can make a lasting impact.

Financial journeys look different for everyone, and having thoughtful conversations along the way can help bring greater understanding and direction.

We are grateful for the trust our clients place in us—and for the referrals shared with friends, family, and colleagues who may be looking for support along their financial path. 🧭

📫 Menasha, WI | 📲 lakehauswealth.com

05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

05/21/2026

🎓 Graduation Season is Here! 🌱

Graduation marks an exciting life transition — a moment full of opportunity, change, and fresh starts. Whether it’s a first job, continued education, or the new chapter ahead, it’s also a great time to start building strong financial habits. Simple steps like budgeting, understanding benefits, and setting long-term goals can create a foundation for the years to come.

From all of us at LakeHaus Wealth Partners, we congratulate all the graduates on their milestone achievement and wish them the best in their future endeavors. 🧭

💬 What advice would you give a new graduate starting their next chapter?

📫 Menasha, WI | 📲 lakehauswealth.com

05/19/2026

🧭 Understanding how to distribute your retirement assets is just as important as building them.

Your income in retirement may come from multiple sources—each with different timing and tax considerations. Planning ahead can help align your income with your expenses and long-term goals.

It’s also important to understand Required Minimum Distributions (RMDs), which generally begin at age 73. Missing required withdrawals may result in penalties.

Retirement income planning can be complex. We are here to help you navigate your options with clarity and confidence. 🧭

📫 Menasha, WI | 📲 lakehauswealth.com

05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...