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The Cost of Procrastination Social Security: By the Numbers The Power of Tax-Deferred Growth

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.

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Choices for Your 401(k) at a Former Employer

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.

 

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Saving for College 101

Here’s a crash course on saving for college.

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