Lanning Financial ACCESSIBILITY STATEMENT

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If you experience any difficulty in accessing any part of this website, please feel free to call us at 415.354.5699 or email us at admin@lanningfinancial.com and we will work with you to provide the information or service you seek through an alternate communication method that is accessible for you consistent with applicable law (for example, through telephone support).

What Your 60-year-old Self Wants Your 20-, 30-, and 40-something Self To Know

September 16, 2022 What Your 60-year-old Self Wants Your 20-, 30-, and 40-something Self To Know (Common Mistakes That You Can Fix…

Why Avoiding Investment Potholes Matter

September 2, 2022 Ask your average person on the street this question: If your investment loses 50% of its value, what rate…

The Ultimate Guide to Household Document Storage: What To Keep, How Long, and Why

August 2022   By Jessica Lanning, JD, CFP®   If you’re like most people, you have a lot of documents lying around…

Options for Deferring, Managing, or Avoiding Capital Gains Taxes – Part 2

  June 15, 2022 (Part 2) This blog and the previous one discussed how to manage long-term capital gains taxes.  If you…

Options for Deferring, Managing, or Avoiding Capital Gains Taxes – Part 1

June 15, 2022 (Part 1) When you sell an investment for more than you paid for it, the difference is called a…

Don’t Try This at Home:  How to Build a Stable of Experts to Help with Financial Matters

By Jessica Lanning, JD, CFP® July 5, 2022   There’s a line from the 1964 film Zorba the Greek, where Zorba (played…

Why the Average Investor Underperforms the Market

June 15, 2022 Why the Average Investor Underperforms the Market Annually, various organizations release studies that show that average investors underperform the…

The Do-It-Yourselfers’ Survival Guide to Hiring a Financial Planner

June 1, 2022   Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own…

Hiring a Financial Planner Starts With 20-minute Phone Calls

  Attention all you late 40-, 50- and early 60-somethings who have attempted and “failed” to hire a financial planner: Simplify your…

Misconceptions Busted on How Financial Planners Get Paid

May 4, 2022 Two common misconceptions need to be cleared up before you can even start to understand how financial planners are…

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