Lotus Financial Partners

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Lotus Financial Partners We are a financial planning firm focused on helping individuals and businesses achieve their financi

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
10/26/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

When was the last time you paid yourself first?
10/23/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
10/21/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
10/19/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
10/16/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
10/14/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/14/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Your insurance needs don’t stay the same when the nest empties, but what changes?
10/12/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
10/09/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Do you know how long it may take for your investments to double in value?
10/07/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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11 Scott Street
Monroe, MI
48161

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