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 [...]
In 1970, the NC State Fair’s theme of “Salute to Agriculture” initiated a search for all families who owned a farm in North Carolina for 100 years or more. It became a tradition at the NC State Fair thereafter, celebrated every four years. The Century Farm Program is sponsored by NC Department of Agriculture. Amazingly, [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Update, October 31, 2024 Quick Highlights: 1. Stocks Slide in October - A late-month sell-off led to a down month for stocks. 2. Bonds Fall in October - Rising interest rates caused bonds to [...]
We are honored to have been nominated for Raleigh's Best and thrilled to have won GOLD in each of these competitive categories for 2024. LifeTime Asset & Tax Management bring two important pieces of your financial life together with one company. Our wealth management and tax teams work hand-in-hand to ensure clients receive comprehensive tax [...]