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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Purchasing homeowners insurance is critical for protecting your home.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A few strategies that may help you prepare for the cost of higher education.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A special needs trust helps care for a special needs child when you’re gone.
Making the most of surprises is a great reason to work with us.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are a few things to consider when buying or leasing your next vehicle.
Do you have causes that you want to support with donations? Here are three tips.