LampPost Planning

LampPost Planning We are financial advisors. We objectively guide committed clients along a thoughtful, simple path to building wealth and knowledge.

We specialize in planning, investments, and insurance.

Fear 1, Greed 0.Despite a powerful Q2, individuals are hesitant.
07/20/2026

Fear 1, Greed 0.

Despite a powerful Q2, individuals are hesitant.

Did you know life insurance can become taxable — while you're still alive?Many older policies come with a maturity date ...
07/17/2026

Did you know life insurance can become taxable — while you're still alive?

Many older policies come with a maturity date (often age 95 or 100). If you're still living when your policy reaches that age, the insurer pays out the cash value to you instead of a death benefit to your beneficiary — and that payout can be taxed as ordinary income.

As life expectancy keeps climbing, more policyholders are running into this exact issue. If your policy is a few decades old, it may be worth a review.

https://www.lamppostplanning.com/post/when-does-life-insurance-become-taxable-what-every-policyholder-should-know

This month's chart tracks the Rolex resale market alongside the S&P 500. When the consumers start pulling back on luxury...
07/15/2026

This month's chart tracks the Rolex resale market alongside the S&P 500. When the consumers start pulling back on luxury purchases, it can be a signal. What signals are you watching right now?

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
07/13/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

Motivating your team doesn't require a big budget, just intention. Here are 5 simple ways to boost morale and retention:...
07/10/2026

Motivating your team doesn't require a big budget, just intention. Here are 5 simple ways to boost morale and retention:

1️⃣ Send a weekly "good news" email
2️⃣ Encourage real mental breaks
3️⃣ Be a visible, hands-on leader
4️⃣ Break the routine with something fun
5️⃣ Invite staff along on client visits

Small changes, meaningful impact. Which of these could you try this week?

https://www.lamppostplanning.com/post/5-creative-ways-to-motivate-your-employees

💡 Can your portfolio reflect what you actually care about?Impact investing lets you put your money toward causes you bel...
07/08/2026

💡 Can your portfolio reflect what you actually care about?

Impact investing lets you put your money toward causes you believe in (sustainability, education access, community development) while still pursuing solid financial returns.

It's a fast-growing space: impact assets now total over $1 trillion globally.

The key to doing it well? Start by getting clear on your values, then explore the investment vehicles built around them. Curious if this approach fits your financial plan? Let's talk.

https://www.lamppostplanning.com/post/are-you-ready-for-your-portfolio-to-make-a-difference

Is AI going to wreck the economy — or rebuild it?A recent survey found nearly half of executives think key job skills co...
06/26/2026

Is AI going to wreck the economy — or rebuild it?

A recent survey found nearly half of executives think key job skills could be irrelevant within two years. That headline alone is enough to make anyone nervous.

But history tells a more complete story. Every major leap in technology — the telephone, the internet, automation — created real disruption and real opportunity.

Jobs changed. New ones appeared. The economy didn't shrink; it shifted.

AI will likely follow the same pattern: growing pains now, new ground to stand on later.

https://www.lamppostplanning.com/post/how-will-the-economy-react-to-ai

Quick gut check 🧠 — have you ever...✔️ Assumed a winning trade meant a smart decision✔️ Trusted a "gut feeling" over the...
06/24/2026

Quick gut check 🧠 — have you ever...

✔️ Assumed a winning trade meant a smart decision
✔️ Trusted a "gut feeling" over the actual numbers
✔️ Gotten a little too confident after a good run
✔️ Bought (or sold) just because everyone else was

That's not weak willpower — that's just how brains work. The investors who do best aren't the ones without bias. They're the ones who catch it before it drives the decision.

Save this as your reminder to pause before your next big move.

https://www.lamppostplanning.com/post/do-our-biases-affect-our-financial-choices

"Don't put all your eggs in one basket" is older than the stock market — and it still holds up.Diversification won't gua...
06/19/2026

"Don't put all your eggs in one basket" is older than the stock market — and it still holds up.

Diversification won't guarantee a win every quarter, but it reduces how much any single bad day can hurt you.

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Thursday 10am - 7pm
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