Lulay Financial, LLC

Lulay Financial, LLC Lulay Financial is an independent practice. Our advisors specialize in investment management, retire

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Lulay Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.

Passionate about being a force for good in your community through giving? Starting a corporate donor advised fund can gi...
09/22/2024

Passionate about being a force for good in your community through giving? Starting a corporate donor advised fund can give you an easier way to make a greater impact and offers immediate tax benefits. Learn more about donor advised funds and their benefits.

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An expected or unexpected increase in wealth can bring both joys and challenges. Explore what it takes to navigate a sig...
09/18/2024

An expected or unexpected increase in wealth can bring both joys and challenges. Explore what it takes to navigate a significant wealth event.

raymondjames.com

When your business is a solo act, figuring out the right way to save for retirement can be tricky. Find out how an owner...
09/16/2024

When your business is a solo act, figuring out the right way to save for retirement can be tricky. Find out how an owner-only 401(k) plan can give you the flexibility you need to meet your retirement goals.

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09/14/2024

Learn about the fiduciary duties of a trustee, and how acting in their beneficiary's best interest is essential to the work they do:

When it comes to one's educational journey, choosing a major is no small task. Understanding the most sought-after indus...
09/11/2024

When it comes to one's educational journey, choosing a major is no small task. Understanding the most sought-after industries among university students can offer insight into career paths that promise enduring success and financial security.

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With financial stress driving down overall physical health, and poor physical health increasing financial stress with me...
09/10/2024

With financial stress driving down overall physical health, and poor physical health increasing financial stress with medical expenses, the combination could hurt an employee's production at work. Learn how you can help your employees.

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Age is just a number, but it matters when it comes to retirement. Here's how you can prepare financially and emotionally...
09/06/2024

Age is just a number, but it matters when it comes to retirement. Here's how you can prepare financially and emotionally:

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The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to t...
09/04/2024

The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to tie up. Here is a checklist to help you get a jump start on year-end planning.

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Check out the new contribution limits and inflation adjustments for 2024.
01/20/2024

Check out the new contribution limits and inflation adjustments for 2024.

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01/19/2024

While interest rates are well off their recent peaks, yields still stand near their highest levels in nearly 15 years. And with a Fed easing cycle coming into view, yields may trend lower in the months ahead notes Senior Investment Strategist Tracey Manzi.

With year-end approaching, here are a few tips for business owners to be as tax-efficient as possible.
11/06/2023

With year-end approaching, here are a few tips for business owners to be as tax-efficient as possible.

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The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and acc...
11/03/2023

The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your 2023 tax savings – could be more than worth the effort.

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Address

1171 N. First Avenue
Stayton, OR
97383

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+15037697017

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