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Top Financial News This Week & Month — March 2024

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarterly Market Update, March 31, 2024 Here are the highlights: 1. Strong Start to the Year for Stocks A positive March for stocks caps off a solid first quarter. 2. Mixed Quarter for Bonds Bond returns [...]

2024-04-11T12:57:46+00:00March 31st, 2024|

Should You Be Working with a Financial Planning Professional?

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 [...]

2024-04-03T14:54:55+00:00March 31st, 2024|

Life at LifeTime Quarterly Newsletter — Q1 2024

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 [...]

2024-03-07T17:00:06+00:00March 12th, 2024|

Double the LifeTime Shred Events, Double the Causes!

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 [...]

2024-03-07T16:48:48+00:00March 7th, 2024|

Top Financial News this Week & Month — February 2024

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. [...]

2024-03-07T16:44:59+00:00February 29th, 2024|

When is the Best Time to File for Social Security?

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 [...]

2024-04-03T14:10:58+00:00February 28th, 2024|

Looking for Ways to Reduce Your Tax Liability?

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) [...]

2024-02-20T17:19:27+00:00February 20th, 2024|

Retiring Soon? Already Retired? Don’t Make These Common Mistakes.

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, [...]

2024-04-03T14:38:00+00:00February 15th, 2024|
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