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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How Income Taxes Work
A quick look at how federal income taxes work.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Apps that help small business owners better manage and grow their business.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
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.
Here is a quick history of the Federal Reserve and an overview of what it does.
When should you take your Social Security benefit?
Making the most of surprises is a great reason to work with us.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?