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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Ascertaining the value of your business is important for a variety of reasons.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Check out this video to begin separating fact from fiction.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
An amusing and whimsical look at behavioral finance best practices for investors.
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.
Learn about cyber liability insurance in this entertaining video.