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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Couples may be able to head off many of the problems in a marriage that money can cause.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Understanding the economy's cycles can help put current business conditions in better perspective.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A four-step framework for building a personal legacy.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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 importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you have causes that you want to support with donations? Here are three tips.
It’s never a bad time to speak with your financial advisor about changes in your situation.