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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Fed and How It Got That Way
A quick history of the Federal Reserve and overview of what it does.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
These food myths will really put a drain on your wallet.
It sounds simple, but paying yourself first can really pay off.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
What if instead of buying that home, you invested that money?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.