LifeStage Wealth Management

LifeStage Wealth Management We are a full-service, independent financial services company.

We create a partnership with our clients, to provide financial security and give you peace of mind through whatever your life's journey may entail.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
02/05/2025

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
02/03/2025

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

Check out this video on taxes.
01/31/2025

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
01/29/2025

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
01/27/2025

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Property taxes too high? Here are ways to potentially lower your assessment.
01/24/2025

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

Learn more about whether you need to pay estimated taxes.
01/22/2025

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
01/20/2025

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

Compare your taxable investment to a tax-deferred one. The results may surprise you.
01/17/2025

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
01/15/2025

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
01/13/2025

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
01/10/2025

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

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.

Address

11100 Wayzata Boulevard, Ste 210
Minnetonka, MN
55305

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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