LifeTime Asset Management

06/01/2026

Not all inheritances are gifts—some assets can burden your heirs with hidden costs and family feuds. Without careful planning, assets meant to help your family could instead become a burden:
Plan early: Work with an estate attorney to identify assets that may cause complications—like timeshares or businesses—and decide how to handle them.
Talk it out: Discuss your wishes with heirs now to prevent conflict and confusion later.
Keep it simple: Cash and investment accounts are easiest to divide and least likely to spark disputes.
Source: https://bit.ly/jqeljkhiTh

Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.

05/28/2026

Now Hiring! We’re looking for a hands-on Tax Director to join our Raleigh team. This is more than a traditional tax leadership role—it’s a succession opportunity with a clear path to step into the lead tax seat within the next 6–12 months.
What makes LifeTime different? We don’t operate like a typical tax firm. Our model is built around integrated tax planning, financial advisory, and asset management, with a focus on long-term wealth strategies—not just compliance work.
If you’re ready to take a strategic, client-centered approach to tax and grow into a leadership role, we’d love to connect.

LifeTime Asset & Tax Management is seeking a hands-on Tax Director to join its Raleigh-based team. This is a key succession-planning hire for the firm, with the opportunity to gradually transition into the lead tax seat over the next 6-12 months. LifeTime’s model is intentionally different from

05/26/2026

Retirement planning isn’t always one shared timeline. When spouses have different ages, work plans, or Social Security dates, income may need to be planned in stages. See how a phased approach can help: https://bit.ly/4eUa2jq

I am eight years younger than my spouse. He retired at 61 and just took Social Security at 62. I left my full time job at the same time as his retirement, at 53, but I am still working in a part-time remote manner. When plugging in our figures into retirement calculators, they seem to […] The post...

05/25/2026

Memorial Day is a time to pause and remember the brave men and women who made the ultimate sacrifice while serving in the U.S. armed forces. We hope you honor the day by visiting cemeteries and memorials, gathering with loved ones, attending local parades, and kicking off the unofficial start to summer.

05/21/2026

Retiring in the next 5 years? What you do now can make a real difference:
* Review your HSA: If you’re eligible, an HSA can help you save for future healthcare costs with tax advantages.
* Test your budget: Try living on your expected retirement income to see what works and where you may need to adjust.
* Think through timing: Delaying retirement, even by a few years, could give you more time to save and may increase Social Security benefits.
Learn all 10 moves to consider before your last day on the job: https://bit.ly/4uMmDde

It makes a lot of sense to start assembling a list of things to do before your last day at your job.

05/18/2026

🌞✨ What a perfect day for a great cause! ✨🌞 Our recent Shred Event was a huge success — with beautiful weather and an incredible community turnout. Together, we raised $2,500 in donations for Wake County Smart Start! These donations will directly provide local children and families with the vital early learning resources they need to grow, learn, and thrive. Thank you to everyone who participated, donated, and helped make this day such a success.

05/15/2026

Don't miss TOMORROW's Shred Event at our Raleigh office! Bring your old documents for safe & secure shredding. We'll have a shred truck on site. We'll also collect donations at our Shred for a Cause event. Suggested donation is $5 per box. All proceeds to go Wake County Smart Start.

05/12/2026

Worried about identity theft? A simple switch could help protect your credit.
* Freeze vs. Lock: Both block new applications, but a credit freeze is free and federally protected. A credit lock offers similar protection, often with a fee and added identity theft features.
* Set It and Leave It: A freeze stays in place until you lift it, and you can unfreeze quickly when needed.
* Bonus Protection: You can also freeze your child's credit to prevent misuse of their information.
Not sure which option is right for you? This breakdown can help you decide: https://bit.ly/4w7lVIQ

Learn how a credit freeze and credit lock restrict access to your credit report, the key differences and when to use each type of preventive measure.

05/08/2026

Markets surged in April, but Middle East tensions and rising oil prices could shift the outlook. Is the rally built to last? Watch the latest Market Thoughts video from Commonwealth chief market strategist, Chris Fasciano, to find out: https://bit.ly/3OWMxf1

With geopolitical risks swirling, how did markets and the economy fare in April? Find out in our Market Thoughts video from Commonwealth's Chris Fasciano.

05/07/2026

The best event in is almost here—join us May 16! SHRED for a GOOD CAUSE: bring your old documents and we'll help you shred and donate. All proceeds benefit Wake County Smart Start. We hope to see you there!