Butera Wealth Management by LPL Financial

05/21/2026

Retirement contribution limits are increasing for 2026—creating more opportunities to save. High income earners may also see new Roth requirements under SECURE 2.0. Adjusting contributions early helps you make the most of these updates.

Read the 2026 Financial Updates blog to see how these changes could affect your retirement planning.

Click Here: https://www.buterawealth.lpl.com/blog/2026-tax-and-retirement-rule-changes-how-they-could-impact-your-finances-t

05/14/2026

Affluent investors excel at growth, innovation, and decision‑making — but wealth can introduce complexities that aren’t always visible.

The Blind Spots of Affluent Investors highlights the areas where even experienced individuals may overlook risk, alignment, or opportunity.

📘 A smarter approach begins here.

This guide explores the blind spots that frequently surface among affluent investors. An invitation to apply the same level of strategic thinking to wealth decisions that is often applied to business, careers, and growth initiatives.

05/05/2026

After strong market performance, certain sectors may now take up more of your portfolio than you intended. A mid year review helps rebalance risk, reduce over concentration, and preserve long term alignment. Small adjustments now can make a significant difference.

Explore the blog to see why mid year rebalancing matters — and what to look for: https://www.buterawealth.lpl.com/blog/the-importance-of-a-mid-year-financial-review

04/23/2026

This checklist is designed to help you uncover common gaps and oversights that could undermine your intentions. Use it as a quick audit to ensure your estate plan reflects your wishes and safeguards what you’ve worked so hard to build.

04/21/2026

Updated tax brackets and standard deduction amounts may affect your strategy for 2026. Understanding where you fall can help you plan ahead, adjust withholdings, and make smarter financial decisions throughout the year.

Read the 2026 Financial Updates blog to see which changes may impact you: https://www.buterawealth.lpl.com/blog/2026-tax-and-retirement-rule-changes-how-they-could-impact-your-finances-t

04/15/2026

Tax Day is here — a reminder to stay proactive, stay organized, and stay aligned with your long term financial plan. Whether you filed early or just wrapped up, this is a smart moment to revisit your goals and prepare for the rest of the year.

04/14/2026

Honored and grateful to be recognized by LPL Financial as a 2026 Growth Ambassador, which represents the top 10% of growing financial advisors in the Masters level of the LPL Club Program*.

As markets continue to evolve, this recognition further fuels our mission to provide exceptional financial guidance to the families we serve. Looking forward to continuing our growth and deepening relationships with clients throughout the East Coast.

*2026 LPL Club levels are based on 2025 calendar year production among LPL financial advisors. Growth Ambassadors are the top 10% of Masters qualifiers by growth rate and additional advisors who achieved $40M+ in net new assets in 2025.

04/07/2026

A mid year financial review helps ensure your investment strategy still reflects your goals as markets shift and asset classes move. It’s the ideal moment to pause, reassess, and realign your plan with confidence.

Read the full Mid Year Financial Review blog to learn what to evaluate and how to stay on track: https://www.buterawealth.lpl.com/blog/the-importance-of-a-mid-year-financial-review

04/03/2026

Building wealth is rarely an accident. It’s the product of discipline, intention, and smart decision‑making.

But once wealth is built, the questions change — from How do I grow my assets? to How do all my financial decisions work together over time?
Our new guide, The Discipline of Wealth, reframes the difference between managing money and truly managing wealth.

📘 Read the full guide below.

This guide is built around a single reframing: the distinction between managing money and managing wealth. The difference is not effort, intelligence, or sophistication. It is scope. Managing money focuses on individual components; managing wealth focuses on how those components work together.

03/23/2026

💡 Tax planning isn’t just about filing—it’s about preserving wealth.
For high-net-worth individuals, missing tax strategies could mean losing millions over a lifetime.
From asset allocation to charitable giving and estate planning, these tips can help you stay ahead.
👉 Read more: Tax Planning Tips for High-Net-Worth Individuals

Proactive tax planning is crucial for high-net-worth individuals (HNWIs). Their financial situation may be incredibly complex, necessitating sophisticated tax strategies as they work toward specific tax planning outcomes. Here are seven tax planning tips intended specifically for HNWIs.