Lotus Financial Partners
We are a financial planning firm focused on helping individuals and businesses achieve their financi
06/03/2026
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
Medicare vs. Medicaid The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
06/01/2026
What actually happens when the U.S. government shuts down?
The Big Pause This handy interactive explains which essential government services are affected by a shutdown.
05/29/2026
These 6 things might make your next return a prime target for an IRS audit.
Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit.
05/27/2026
Do you have a will? Is it updated?
When Do You Need a Will? When do you need a will? The answer is easy: Right Now.
05/25/2026
When was the last time you looked at the content of your portfolio? Steps to consider here.
Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.
05/22/2026
Use your car for business? Make sure you're on the same page as your insurance carrier.
When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial?
05/20/2026
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:
Ways to Supplement Your Medicare Coverage There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
05/18/2026
The sooner you begin investing, the longer your money can work for you.
The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
05/15/2026
Do you know how to make a social impact with your investments? Read more now.
Are You Ready for Your Portfolio to Make a Difference? Learn about the rise of Impact Investing and how it may benefit you.
05/13/2026
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.
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