MAKING TODAYS DREAMS TOMORROWS LIFESTYLE
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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.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The true cost of raising a child may be far more than you expect.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
It may help your business be better prepared in the event of the death of a principal or key employee.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Have you explored all your options when it comes to managing your taxable income?
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here is a quick history of the Federal Reserve and an overview of what it does.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.