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 [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Update, August 31, 2024 Quick Highlights: 1. Solid Month for Stocks: Stock returns were positive in August despite an early month sell-off. 2. Bonds Continue to Rise: Falling interest rates led to positive bond [...]
LifeTime Tax Management is a full-service tax, accounting, and business consulting firm; we are recruiting for growth-oriented positions in our expanding Raleigh, NC office. This position offers exceptional career and advancement opportunities. Our firm will provide a friendly and supportive work environment, with competitive compensation and benefits. Opening: Tax Preparer / Accountant / CPA Job [...]
The Required Minimum Distribution (RMD) is a concept in the U.S. retirement system that mandates individuals to withdraw a minimum amount from their retirement accounts annually, starting at a specific age. The rules surrounding RMDs are crucial to understand for individuals with retirement accounts such as IRAs (Individual Retirement Accounts) and employer-sponsored retirement plans, like [...]
Today, people are living longer than ever but not always in the best of health. In fact, most individuals will need some form of long-term care in their lifetime. The aging process often leaves them needing assistance with activities of daily living (e.g., bathing or dressing), or they may be affected by cognitive disorders (e.g., [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Update, July 31, 2024 Quick Highlights: 1. Mixed Month for Stocks: Stock returns were mixed in July. 2. Bonds Positive: Falling interest rates led to positive bond returns for the third consecutive month. 3. [...]
We're excited to announce that both Matt Glova, CFP® in our Raleigh headquarters and John Puckett, CFP®, MBA in our Suwanee, GA office have been named to AdvisorHub's Advisors to Watch list for 2024. Congratulations to both Matt & John on their commitment to the growth of LifeTime and dedication and service to our clients. [...]
At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and routine checkups. There's also a chance that your health will decline as you grow [...]
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 second quarter newsletter features: Matt Glova named to Forbes Best-In-State Wealth Advisor list for 2024 LifeTime Shred Events Success LifeTime Gives Back at Habitat for Humanity ReStore Suwanee Office Client Education [...]