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5 Questions to Ask Yourself 5 Years Before You Retire
Retirement PlanningRetirement planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at the major factors: housing, activities, lifestyle, life expectancy, and unexpected events.The first step in any retirement income...
Birthday Milestones Present Special Tax and Investment Questions to Consider
Key BirthdaysDo you know someone celebrating any of these milestones? We are always happy to talk with someone you know about these important birth dates. Certain milestones present special tax and investment questions to consider. If someone you know has a key...
8 Reasons Not To Do a Roth Conversion
Tax PlanningThe Roth IRA is an incredibly effective tool that can save clients lots of taxes down the road. Nevertheless, a Roth is not right for every situation, all of the time. Consider these potential disadvantages before you make the move.We love Roth IRAs and...
Dogecoin – Meme Currency
Dogecoin is having a moment, fueled by a loud online following that includes celebrities and influencers like Elon Musk. You May Also Like...
Key Changes to the Tax Cuts & Jobs Act
Tax PlanningWhile the New Tax Cuts and Jobs Act has been in effect for the past few years now. It is smart to review the changes every year as your tax situation may be different. Certain areas such as deductions and estate planning should be looked at every year. For...
Key Planning & Investment Deadlines Spring 2021
Financial GuidesFor this reason, I want to share our reference card entitled, "Key Changes from the Tax Cuts and Jobs Act”. This chart touches on aspects of your tax plan that you will want to look at every year with your accountant. Naturally, I am just a phone call...
Investment Advisor vs Broker
Before you seek investment advice it's good to know who it is you are getting advice from! Here's the difference between a Broker and an Investment Advisor. You May Also Like...
2020 Portfolio Review and Market Update
Retirement Planning As an Independent Fiduciary Advisory, we at Lifetime are very proud to work with Synergy Financial Management as our primary investment management firm. We are also fortunate to have Synergy’s President, Joe Maas, serve as our CIO. Periodically,...
New Advisor Authority Study Reveals COVID’s Impact on Women Investors
Retirement PlanningAmanda Chase, Horsemouth Assistant EditorWomen are concerned about the impact of the COVID-19 pandemic on their finances and the resulting uncertainty can make planning for the future—and their retirement—more difficult. For several consecutive...