Paul Luebbe, Financial Advisor at Morgan Stanley

12/22/2023

I hope you have a wonderful holiday season.

12/19/2023

For year-end ways to continue to make a difference, take a look at the Philanthropy page on our website for some considerations. Contact us directly if you would like to discuss further.

https://advisor.morganstanley.com/the-renaissance-group-10830097/philanthropy

11/22/2023

As we find ourselves in the homestretch of 2023, I would like to take a moment to express my gratitude for my team and our clients. It has been a privilege to be able to work with you and I look forward to the years to come.

Happy Thanksgiving to you and your family!

09/20/2023

Join us on September 27th, 2023 for an informative in-person event at Cooper's Hawk Winery and Restaurant where we will be discussing Direct Indexing, a tax advantaged investment strategy. Space is limited, please contact me or my partner, Shanika McCloud, directly to RSVP. For more information, take a look at the full invitation below!

https://advisor.morganstanley.com/the-renaissance-group-10830097/documents/field/r/re/renaissance-group/Renaissance_Group_-_September_27th_Event_%28Invite%29_%287%29.pdf

08/22/2023

For women and women you care about, please join us on August 31st, 2023 for an informative seminar on Wealth Planning for Women. Our partner, Shanika McCloud, will be discussing the following:

□ Why Wealth Planning may be different for women
□ How your approach to investing may change as you grow from starting out to building wealth during your peak earning years and preparing for retirement

Please see the full invite below, available on our team website.

https://advisor.morganstanley.com/the-renaissance-group-10830097/documents/field/r/re/renaissance-group/FINAL_-_Wealth_Planning_for_Women_Invite.pdf

07/04/2023

Happy Fourth of July! Hope you're able to spend the weekend with friends and family!

05/14/2023

Wishing you all a happy Mother's Day! Hope you're having a great weekend!

05/06/2023

Achieving long-term investment success goes beyond maximizing returns. Mitigating tax liabilities in your portfolios can play a key role in helping to build wealth. Keep some of these tax-efficient tips in mind.

A key strategy for boosting long-term investment returns is being smart about tax efficiency.

05/02/2023

May is "Small Business Success" Month. For many successful business owners, the time to sell comes with mixed emotions. It remains important to have a clear plan to help ensure the best outcome.

Take a look at this article for a few areas to think about.

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

02/22/2023

It's important to understand your retirement plan options when leaving your role. Take a look at this article on our website for some points to consider.

You have several choices for what to do with your qualified retirement plan when you leave a job. Deciding among them is an important step in managing your retirement savings over time.

12/31/2022

Wishing everyone a happy and healthy New Year!

12/22/2022

As we spend the time with our loved ones, we hope the same for you. Wishing you all a wonderful holiday season and cheers to a Happy and Healthy New Year.