LifeTime Asset Management

07/16/2026

You worked hard to save for retirement, now it's time to enjoy it. Learn how small investments in travel, hobbies, technology, and social connections can deliver lasting rewards. Read about 5 lifestyle upgrades. https://bit.ly/4vz3VpC

Reframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.

07/13/2026

Most people plan carefully for retirement finances, but not always for how they’ll spend their time. Around year three, after the travel, projects, and long-delayed plans slow down, the real adjustment can begin.

• Expect the third-year shift: The first two years often stay busy. After that, many retirees may need a new sense of structure and purpose.
• Ask better questions: What brings you joy? Would volunteering, part-time work, or learning something new feel fulfilling?
• Plan for the long game: With retirement potentially lasting decades, it helps to think about goals for the next 5, 10, or even 20 years.

See how building a post-career routine early could help you create a more fulfilling next chapter: https://bit.ly/42ZyNDJ

Many retirees struggle with a “third year slump” after the excitement of early retirement fades, but creating a meaningful routine can improve happiness and longevity.

07/11/2026

June markets were mixed: weakness in the Magnificent Seven offset by gains in the Dow and Russell 2000, supported by strong jobs data and consumer spending. The big question remains—what’s next for inflation?

June was a mixed month for markets, as a sell-off in big tech dragged down equities. So, what's ahead? Watch our latest Market Thoughts video for more.

07/09/2026

Every year, AdvisorHub creates a list of advisors with sophisticated practices, great growth and a commitment to professionalism. The 400 advisors named on the assets under $1 billion list represent efficient and productive teams. We're proud for both Matt Glova & John Puckett to be named to this list for 2026. Read more here. https://lifetimeasset.com/advisorhub2026/

07/07/2026

Want to pass on your wealth seamlessly to loved ones? A living trust could be the answer because it lets you keep control of assets during your lifetime and helps your heirs avoid the probate process after you die. See if it’s right for your situation: https://bit.ly/4aOuRqJ

A living trust is a great estate-planning tool for some people. Here's how to know if it's right for you.

07/04/2026

We hope everyone enjoys a safe and happy Independence Day! Happy 250th America!

07/02/2026

Taxes don’t disappear in retirement; they often become your biggest expense. Here are 3 strategies wealthy investors use to keep more of what they’ve built:

* Use Roth Conversions: Shift assets into tax-free accounts during lower-income years to reduce future tax burdens.
* Give Strategically: Charitable tools like donor-advised funds and QCDs can lower taxable income while supporting causes.
* Diversify for Taxes: Mixing taxable, tax-deferred, and tax-free accounts adds flexibility and minimizes long-term tax drag.
See how high-net-worth retirees plan smarter around taxes: https://bit.ly/4st0CiB

6 financial advisers give their advice on how wealthier Americans can minimize their tax burden in retirement

06/29/2026

June is a natural time to see whether your finances are on track for the year. A midyear check-in can help you spot small changes in spending, savings, or taxes before they become bigger issues. Use this checklist to help you review where you stand and adjust for the rest of 2026:https://lifetimeasset.com/wp-content/uploads/2026/06/CFN_MidYear-Financial-CheckList-2026-MG.pdf

06/25/2026

Read all about Life at LifeTime with our 2nd quarter newsletter! From Matt Glova's Forbes Best-In-State award to our Inc. Regionals award, from giving back to client appreciation events, from team member promotions to market updates, there's always a lot happening with LifeTime! There's also an article on Tax Talk and an article library link. Don't miss out.

LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates. It’s worth a look! Our second quarter newsletter features: Upcoming transition from Broker-Dealer Commonwealth to LPL Financial Matt Glova honored in

06/24/2026

Surprising twist: 72% of Americans say they'd be happier saving more money, not spending it. Even high earners prefer building wealth over buying stuff. Find out why "keeping up" with peers now means matching their savings rate, not their lifestyle: https://bit.ly/eplkiM