Lonergan Advisors

Three steps may make a difference if you find yourself suddenly single.

Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now.

Children with special needs may need ongoing help after their parents are gone.

4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Intellectual Property and Your Estate Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

What steps might help you sustain and grow your retirement savings? This piece explores them.

Managing the Risk of Outliving Your Money Steps to help you sustain and grow your retirement savings.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

A Path to Serenity and Smart Money Choices An article about meditation, mindfulness, and financial well-being.

10 tips that can head-off marriage money problems.

Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause.

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

A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.

Childhood attitudes and habits can determine your child's health in his or her adult years.

Raising Healthy Children Healthy habits are one of the greatest gifts to give your child.