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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Bursting the Bubble
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
For homeowners who think their property taxes are too high, there are ways to appeal.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
$1 million in a diversified portfolio could help finance part of your retirement.