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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
It's important to understand how inflation is reported and how it can affect investments.
Knowing the rules may help you decide when to start benefits.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
You’ve made investments your whole life. Work with us to help make the most of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Around the country, attitudes about retirement are shifting.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women must be ready to spend, on average, more years in retirement than men.