Lifetime Wealth Strategies

05/21/2026

Your estate plans go hand-in-hand with your financial plans. Have you revisited yours?

https://www.lifetimewealthstrategies.net/blog/estate-plan-looks-complete-paper

02/11/2026

Tax season is upon us!

2026 Tax Law Changes: What Investors and Families Need to KnowEach year, the Internal Revenue Service (IRS) adjusts dozens of tax rules to reflect inflation and legislative changes. For 2026, those updates include higher income thresholds, increased deductions, and expanded credits—along with seve...

02/04/2026

What could 2026 hold?

Market Outlook and Commentary for 2026

12/18/2025

We loved celebrating the holiday season with you and your loved ones last week! Thanks to all who came and enjoyed the lights!

10/25/2025

Saving your whole career, then spending that savings in retirement, is a difficult psychological shift. Have you considered some of these big expenses?

A comfortable retirement doesn’t come with a fixed price tag.Expenses can change over time, and some of the most important ones are easy to overlook.That’s one reason about 45% of retirees could run out of money in retirement.1The good news? That outcome isn’t inevitable. The key is recognizin...

10/22/2025

We're growing! Help us find the perfect fit for our team. View the posting here: https://www.indeed.com/viewjob?jk=c578ffe1900add7e&from=shareddesktop_copy

09/10/2025

We often discuss retirement as a set of directions on a GPS. You have to know where you are, and where you want to go, to decide which route to take. 🗺📍

Worried about outliving your income? Here’s how to start planning for your retirement needs.

09/09/2025

One of the roadblocks we see in retirement planning? Procrastination. Join us to learn the ways you can understand and enhance your retirement planning. Classes kick off next week!

https://www.lifetimewealthstrategies.net/events/retirement-planning-todayr-educational-course-adults-age-50-65-2

09/05/2025

Is retirement on the horizon? Better yet, is retirement too complex of a notion for it to even be visualized? Either way, this is the resource for you. This two-part class focuses purely on ensuring you know where to start when it comes to retirement planning. We hope you join us!

https://www.lifetimewealthstrategies.net/events/retirement-planning-todayr-educational-course-adults-age-50-65-2

09/04/2025

What you need to know about the latest legislation:

Breaking down the changes implemented by the One Big Beautiful Bill Act