MAKING TODAYS DREAMS TOMORROWS LIFESTYLE
Lifestyle Financial Advisors, Inc. is an independently owned financial consulting firm with more than 100 years of combined experience and dedicated personalized service. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Lifestyle Financial Advisors, Inc. has the financial management experience to direct you towards reaching your objectives. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Rightsizing for Retirement
What does your home really cost?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
It's important to understand how inflation is reported and how it can affect investments.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a few things to consider when buying or leasing your next vehicle.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Smart investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.