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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Around the country, attitudes about retirement are shifting.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Important items to consider when purchasing condo insurance.
A four-step framework for building a personal legacy.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Marriage changes everything, including your insurance needs.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
Even low inflation rates can pose a threat to investment returns.
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.
There are three things to consider before dipping into retirement savings to pay for college.