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Friendswood
211 West Edgewood Dr.
Friendswood, TX 77546
(281) 992-9220
(281) 335-0869

Deer Park
102 West Pasadena Blvd
Deer Park, TX 77536
(281) 479-6488

Texas City
1201 N. Logan St.
Texas City, TX 77590
(409) 949-9444

 
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.

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The Power of Compound Interest

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Traditional vs. Roth IRA

Traditional vs. Roth IRA

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Jane Bond: Infiltrating the Market

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How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Succeeding at Business Succession

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The Financial Literacy Crisis

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Social Security: Five Facts You Need to Know

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Estimate your monthly and annual income from various IRA types.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

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

5 Smart Investing Strategies

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Taking your Social Security benefits at the right time may help maximize your benefit.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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