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.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Gaining a better understanding of municipal bonds makes more sense than ever.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Do your insurance needs stay the same when the nest empties?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investors seeking world investments can choose between global and international funds. What's the difference?
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that home, you invested that money?
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Three things to consider before dipping into retirement savings to pay for college.