Skip to content
Lulay Financial LLC LogoLulay Financial LLC Logo
  • Home
  • About Us
    • About Us
    • Dennis Lulay
    • Tyler Lulay
    • Travis Lulay
    • Dawn Wells
    • Gena Cates
    • What Makes Us Different
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Retirement Plans
    • Families and Individuals
    • Retirees
    • Sudden Wealth
  • How We Serve
    • How We Serve
    • Our Process
    • Christian Values Strategies
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • News and Events
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
    • Calculators
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
    • Contact Us
    • Contact with preferred times
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Lulay Financial, LLC
    1171 N 1st Ave Stayton, OR 97383-1205 T: 503.769.7017 F: 503.769.7813
    Map and Directions Map and Directions
  • Registered Meeting Location
    2535 S. 2nd Lebanon, OR 39355 T: 541.259.4727
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Lessons from the past, strategies for the future
7/2/2025
Time in the market is far more powerful than trying to time it.
Markets & Investing
Read
Read
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Equity markets found traction in June
6/30/2025
The S&P 500 and NASDAQ closed the month with new all-time high marks.
Markets & Investing
Read
PPLI and PPVA: Vehicles for tax-efficient growth

For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.

Markets & Investing
Read
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Read
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
Gold has glittered amidst storming markets
What makes gold a widely considered inflation hedge for shielding wealth?
Markets & Investing
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Global giving
A guide to tax considerations and trusted partners.
Estate & Giving

The future at your fingertips

Lulay Financial LLC LogoLulay Financial LLC Logo
  • Lulay Financial, LLC: 1171 N 1st Ave Stayton, OR 97383-1205
  • T: 503.769.7017
  • F: 503.769.7813
  • Map & Directions
  • Map & Directions
  • Registered Meeting Location: 2535 S. 2nd Lebanon, OR 39355
  • T: 541.259.4727
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Lulay Financial LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use