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 [...]
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., [...]