How can you get closer to achieving your financial goals? Depending on your income, assets, investments, and personal knowledge of finance, you may feel you can do a great job managing your money on your own. However, more and more people are turning to professional financial advisors for help, especially as they approach retirement. Below [...]
Like many people, you might believe that your identity could never be stolen. Then, one day, you see a host of charges made to your credit card account in a country you’ve never visited. Millions of Americans fall victim to this type of identity theft every year. Below are a few articles to help you [...]
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 first quarter newsletter features: LifeTime Shred Events Announced for 2024 LifeTime Gives Back at Habitat for Humanity ReStore Welcome New Team Member Chloe Ruddo Celebrating Women's History Month in March and [...]
LifeTime will be hosting TWO Shred Events this year. We will have our 11th ANNUAL SHRED EVENT in Raleigh and we'll have our 2nd ANNUAL SHRED EVENT at our Suwanee, GA office! Do you need to get rid of old documents safely & securely? Want to get a head start on spring cleaning? We will [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Update, February 29, 2024 Read more on: 1. Stocks Rally in February 2. Challenging Month for Bonds 3. Economy Continues to Expand 4. Markets Updating Expectations for the Fed 5. Real Risks Remain 6. [...]
Social Security is an important source of income for most retirees. According to the Social Security Administration (SSA), one in every six U.S. residents collected Social Security benefits last year.1 But understanding which Social Security benefits you qualify for and how they play into your financial future can be a challenge. Below are a few articles to help [...]
Want to pay less taxes? (and who doesn't?) If given a way to legally reduce tax liability, most Americans would welcome that opportunity with open arms. But methods for doing so aren’t always obvious—and may be tricky in certain circumstances. Two such situations include working in the gig economy and navigating required minimum distributions (RMDs) [...]
Whether you are already retired or looking to retire soon, you likely know that retirement planning is a crucial aspect of financial management. It involves creating a strategy to secure a comfortable and financially stable life after your last paycheck. The goal is to ensure you have enough financial resources to maintain your desired lifestyle, [...]
As we are entering tax season, it is not too late to help reduce your tax bill for 2023. Did you know you have until April 15, 2024 to make prior year contributions to your IRA (from earned income)? That is just one of many tax strategies you may be able to take advantage of. [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Update, Jan 31, 2024 Read more on: 1. Positive Start to the Year 2. Mixed Month for Bonds 3. Economic Growth Continues 4. Update from the Fed 5. Risks to Monitor 6. Solid Foundations [...]