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 Southern California and across many states to help them address their most pressing money questions.
At Lifetime Planning, our mission is your financial independence, and 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 and we provide financial solutions for every life stage.
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 Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Apps that help small business owners better manage and grow their business.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
For homeowners who think their property taxes are too high, there are ways to appeal.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
You’ve made investments your whole life. Work with us to help make the most of them.
The market is as unpredictable as the weather. We’d love to help you prepare.