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 fourth quarter newsletter features:
- LifeTime voted Raleigh’s Best for 3rd consecutive year!
- LifeTime’s Suwanee office voted Best of Georgia for 2025
- LifeTime’s Charitable Giving and Volunteerism summary
- Sponsorships: TAPS and several fall golf charity events
- John Puckett earns Five Star Wealth Manager for 2nd year!
- New Hire Matt Kelleher, Wealth Consulting Assistant
- New Hire Antonio McDaniel, Tax Supervisor
- 401k and IRA Contribution Limit Increases for 2026
- 2026 Cost-Of-Living Adjustments (COLA)
- Tax Talk: 2025 Year-End Tax Planning Strategies
- Best Contact for Different Requests Summary
- You can write a Google Review for LifeTime, your Wealth Consultant or Tax Advisor!
- News You Can Use Library with Articles on Important Topics to you
- Now is the time to “Go Paperless”
- Market update with City National Rochdale’s Speedometers
- Market Thoughts Video by Chris Fasciano, Commonwealth’s Chief Market Strategist