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 [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Update, November 30, 2024 Quick Highlights: 1. Stocks Rally in November - U.S. stocks rose on rising investor optimism for faster growth ahead. 2. Bonds Rebound as Federal Reserve Cuts Rates - Falling interest [...]
Congratulations to Rebecca Crumpler on her well-earned promotion from Tax Supervisor to Tax Manager! This new role reflects her growing experience with complex tax matters, gained through her work on individual and business tax engagements. As Tax Manager, Rebecca will oversee the development and training of our tax team, identify tax issues, provide strategic tax [...]
As we approach the end of 2024, it’s time to take a good look at your finances and plan for the year ahead. Think of this as your annual financial checkup—a chance to ensure that you’re on a strategic path and not missing any opportunities. Have you maxed out your retirement savings for 2024? Is this [...]
With the results of the 2024 U.S. presidential election now mostly in, you may be wondering how the outcome could affect your portfolio and financial plans. It’s natural to feel curious about what this means for markets and the economy in times of change. Chris Fasciano, senior portfolio manager, discusses the election results and their [...]
LifeTime Asset & Tax Management is a comprehensive wealth management service firm with a full-service tax department in our Raleigh headquarters. This position offers exceptional career and advancement opportunities. Our firm will provide a friendly and supportive work environment with competitive compensation and benefits. Open Position: Office Administrator Job responsibilities: Manage overall office space organization and appearance [...]