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.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Your credit score may influence how much you pay for auto and home insurance.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Four vacation destinations you might never have thought of.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Understanding the value of a home warranty.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Investors seeking world investments can choose between global and international funds. What's the difference?
There’s been a lot of talk about Tax Reform. What might it look like?