Your Financial Future
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 we work with clients in Ventura county to help them address their most pressing money questions.
At Lifetime Planning 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.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Four vacation destinations you might never have thought of.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.
How does your ideal retirement differ from reality, and what can we do to better align the two?
How will you weather the ups and downs of the business cycle?
Here is a quick history of the Federal Reserve and an overview of what it does.