Your Financial Future
Lifetime Planning, Inc.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas at Lifetime Planning, Inc. we work with clients in Ventura county to help them address their most pressing money questions.
At Lifetime Planning, Inc. our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Lifetime Planning's website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How Income Taxes Work
A quick look at how federal income taxes work.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
This worksheet can help you estimate the costs of a four-year college program.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
With alternative investments, it’s critical to sort through the complexity.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.