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.
Helpful Content
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.