LifeTime Asset & Tax Management is proud to be named to Forbes list of Best-In-State Wealth Management Teams for 2025. The list is published on Forbes Best-In-State Wealth Management Teams. See LifeTime's profile on this Forbes’ list here. Each team—selected by SHOOK Research—is chosen based on a close examination of the entire team, from its purpose, [...]
As we start a new year, you may be wondering how the shifting economic and political landscape could affect your financial plans. It’s a natural time to reflect on the market trends and opportunities ahead. Chris Fasciano, senior portfolio manager at Commonwealth, explores these topics in his article, “A Look Ahead to 2025.” The piece [...]
Effective January 2024, significant changes to social security benefits were enacted with the passing of the Social Security Fairness Act (H.R. 82). This law repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), which previously reduced social security benefits for individuals receiving a government pension. Our recent article, What You Need to Know [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarter-End Market Update, December 31, 2024 Quick Highlights: 1. Mixed Month for Markets -- December was a mixed month for equity markets. 2. Bonds Fall as Federal Reserve Updates Guidance-- Rising interest rates caused bond prices [...]
As we near the end of 2024 and look forward to 2025, now is a good time to set a few financial resolutions for next year. Focusing on your financial health is a huge step towards reaching your financial goals. Prioritizing your financial health in the new year should be a top priority. This is [...]
LifeTime has developed a series of articles on key topics that are important to our clients. If one of these topics is important to you, be sure to read the article to get all the details. We hope you find these articles educational and useful. We will be adding new articles here regularly, so be [...]
LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates. It’s worth a look! Our fourth quarter newsletter features: LifeTime Voted Raleigh's Best Again in 2024! End of Year Summary: Charitable Giving and Volunteerism in 2024 LifeTime Sponsors Triangle Area Parenting Support (TAPS) Event LifeTime Team [...]
When Dean started his career in construction development, he had no idea it would lead to helping others and earning the prestigious Order of the Long Leaf Pine. His journey into affordable housing began in 1989 with a non-profit focused on low-income housing. Over the next 14 years as Executive Director of The Affordable Housing [...]
Sandy Russ has an exceptional passion for financial services and tax planning. She believes that financial advisors have a responsibility—not just an option—to educate clients about the tax implications of their investment decisions. Already a CPA and CERTIFIED FINANCIAL PLANNER® professional (CFP®), Sandy also earned the Personal Financial Specialist™ (PFS™) designation through AICPA, and was [...]
As far as new legislation is concerned, 2024 was a quiet year – however there were some tax rules that went into effect that were part of legislation passed on previous years. With the presidential election behind us we can start to focus on what 2025 and beyond will look like. Much of Trump's tax [...]