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.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Six overlooked tax deductions to help manage your tax bill.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that vacation home, you invested the money?
It's easy to let investments accumulate like old receipts in a junk drawer.
What does your home really cost?
Around the country, attitudes about retirement are shifting.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.