JESSICA LANNING JD, CFP®
Jessica Lanning JD, CFP® brings focus and perspective to your individual financial needs to identify your opportunities for investment and wealth. Regardless of what you’ve done before or what “mistakes” you think you’ve made, Jessica can help get you back on track quickly and safely. As a former practicing lawyer, she brings a comprehensive approach to legal, tax, and financial challenges so that her clients can enjoy peace of mind. A huge proponent of conscious decision-making, Jessica makes sure her clients are educated and informed so that they make sound decisions with clarity and confidence.
✆ 415.354.5699
✉ admin@lanningfinancial.com
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Offerings
* Designing and implementing financial plans to increase liquidity, safety, and rate of return for high-income households ($200K+ year).
* Creating tax-free retirement income.
* Maximizing investment property ownership and equity.
* Sound, experienced advice delivered simply and thoughtfully
* Direct and straightforward communication
* First-rate service and customer care
* Confidence, clarity, vision, and intuition
FINDING YOUR FINANCIAL THINKING PARTNER WITH JESSICA LANNING JD, CFP®
JESSICA’S BLOG
Reverse Mortgages: A Great Tool for the Right Situation
By Jessica Lanning, JD, CFP® Reverse mortgages are a great way for homeowners over 62 to access the equity they have built up in their homes. These mortgages can provide cash flow for retirees, help them stay in their homes, and more. However, reverse mortgages are...
What Your 60-year-old Self Wants Your 20-, 30-, and 40-something Self To Know. (Common Mistakes That You Can Fix While You’re Young)
By Jessica Lanning, JD CFP As young people, we are often told that the key to a successful future is to start saving for retirement as early as possible. While this is true, there are other things that we can do in our twenties, thirties, and forties - and even our...
Why Avoiding Investment Potholes Matters
By: Jessica Lanning JD, CFP® Ask your average person on the street this question: If your investment loses 50% of its value, what rate of return does it need to get back to even? A majority of people will knee-jerk the response of "50%" and not even realize how wrong...
The Ultimate Guide to Household Document Storage: What To Keep, How Long, and Why
By: Jessica Lanning JD, CFP® If you're like most people, you have a lot of documents lying around your house. You've probably been told at one time or another that you need to keep some of them and eliminate others, but you procrastinate because you don't know...
Options for Deferring, Managing or Avoiding Capital Gains Taxes – Part 2
By Jessica Lanning, JD, CFP® This blog and the previous one discussed how to manage long-term capital gains taxes. If you did not read the first one, this would be a good time to do that. It covered: Calculating capital gains correctly (avoiding the common...
Options for Deferring, Managing or Avoiding Capital Gains Taxes – Part 1
By Jessica Lanning, JD, CFP® When you sell an investment for more than you paid for it, the difference is called a capital gain. If the investment was held for more than one year, the gain is considered long-term and is (typically) taxed at a lower rate than...