The 4 Essential Element
Our unique and proprietary systems and services will take you from where you are today, to your Financial Independence Day, so you can begin to live the life you really want. Select any of the headings below to learn more about them now.
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Browse All Retirement Planning Articles, Videos, Podcasts
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...
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...
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 is having a moment, fueled by a loud online following that includes celebrities and influencers like Elon Musk. You May Also Like...
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...
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...
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...
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,...
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...