We are honored to have been nominated for Raleigh's Best and thrilled to have won GOLD in each of these competitive categories for 2024. LifeTime Asset & Tax Management bring two important pieces of your financial life together with one company. Our wealth management and tax teams work hand-in-hand to ensure clients receive comprehensive tax [...]
It seems like there is a special day for all kinds of events, from National Popcorn Day (January 19) to Marching Music Day (March 4) to International Mahjong Day (August 1). So why not have a World Financial Planning Day? However, this day is important to us, and it should be to you, because financial [...]
We are proud to announce the addition of a new LifeTime office in Wilmington, NC, effective October 1, 2024. We are excited to extend our services to the Wilmington area with a local office and established team. This expansion follows our growth into Suwanee, GA in the spring of 2020, bringing LifeTime’s footprint to three [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarterly Market Update, September 30, 2024 Quick Highlights: 1. Stocks Rally in September to Cap Off Strong Third Quarter - Stocks continued to rise in September as improving fundamentals and lower interest rates supported returns. 2. [...]
We're excited to announce that John Puckett, CFP®, MBA in our Suwanee, GA office has been recognized as a Five Star Wealth Manager. The Five Star Wealth Manager award recognizes professionals in the financial services industry who are committed to excellence. Congratulations to John on his commitment and dedication to service our clients in the Suwanee [...]
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 third quarter newsletter features: LifeTime Growing with New Office in Wilmington, NC Matt Glova & John Puckett named to AdvisorHub's Advisors to Watch, 100 Next Gen, list for 2024 LifeTime hosted [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, September 16, 2024 Consumer and producer inflation continued to move lower in August, though core inflation was slightly higher than expected. Consumer sentiment slightly exceeded expectations for September. Equities recovered sharply after last [...]
We are proud to announce the addition of a new LifeTime office in Wilmington, NC, effective October 1, 2024. We are excited to extend our services to the Wilmington area with a local office and established team. This expansion follows our growth into Suwanee, GA in the spring of 2020, bringing LifeTime’s footprint to three [...]
You will want to keep an eye on the November election (as if you could miss it), as it is possible that we will get a sense of if our tax rates will stay the same or perhaps increase come 2025/2026. Most of you are aware of the sunset provision of the 2017 Tax Cuts [...]
Will Martin, CFP®, Wealth Consultant with LifeTime Asset has added another trophy to his collection, winning the Hope Valley Country Club’s Championship in August 2024. With scores of 67 and 70 over the two-day event, he achieved a total score of 137, securing victory by two shots. He clinched the win by sinking a clutch 8-foot [...]