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 International Women’s Day on March 8
  • LifeTime Voted Raleigh’s Best in Tax Services & Wealth Management Categories
  • You can write a Google Review for LifeTime, your Wealth Consultant or Tax Advisor!
  • Virtual Meetings Shift from Zoom to Microsoft Teams
  • Now is the time to “Go Paperless”
  • Tax Season Update
  • Tax Talk: How to Prepare for “Widow’s Penalty” on Your Taxes
  • Market update with City National Rochdale’s Speedometers
  • Market Thoughts Video by Brad McMillan, Commonwealth’s Chief Investment Officer

See our complete Q1 2024 LifeTime newsletter here. Enjoy!