Lifetime Advisors Group

03/02/2026

Just over 50 percent of homeowners still have mortgages with rates under 4 percent. But that number has been trending lower, especially in the past year. Are you thinking about making a change?

01/29/2026

Build a Career in Financial Planning — Not Just a Job

Financial Planning Associate (Paraplanner Track)
📍 North Kingstown, RI | In-Office | Full-Time

At Lifetime Advisors Group, we don’t hire “helpers.”
We hire future professionals.

We’re a holistic financial planning firm looking for a detail-oriented, tech-savvy individual who wants to grow into a Paraplanner role through structured learning, mentorship, and real responsibility.

This role begins with mastering operations, systems, and client experience — the foundation of great financial planning — and evolves into hands-on planning support.

What Makes This Role Different

✔ Clear career path into a Paraplanner role
✔ Structured onboarding and skill checklists
✔ Meaningful client interaction
✔ Supportive, professional team culture
✔ Bilingual skills valued as a professional asset

What You’ll Do

Manage client onboarding and service workflows

Become a power user of our CRM, planning software, and custodian platforms

Communicate with clients clearly, warmly, and professionally

Support advisors with meeting prep, notes, and follow-up

Learn the fundamentals of retirement and holistic financial planning

Who This Role Is For
You enjoy learning systems and understanding the “why”

You take pride in accuracy, follow-through, and organization

You’re curious about financial planning as a long-term career

You communicate clearly and professionally

You want growth, structure, and mentorship

Spanish Language Skills (Preferred)
Spanish proficiency (spoken and written) is strongly preferred and considered a valuable professional skill. Spanish skills enhance the role but do not replace the core responsibilities or career path into paraplanning.

Compensation
Starting salary: $45,000–$55,000

Salary growth tied to skill mastery and expanded responsibility

Send resume to: [email protected]

. . . .

11/25/2025

We had our annual Holiday Social last Friday to express our gratitude for the trust people have placed in us. A gathering of good food, drinks, music and the celebration of community. Also grateful for those who have given back through our donation tables set up for Operation Stand Down food Drive for Veterans in need and Toys for Tots to help local families celebrate the upcoming holidays.

11/17/2025

There is always something to worry about when investing. In fact, there’s even a saying about it. “Wall Street climbs a wall of worry.” Some people believe, “I’ll wait until it all gets resolved.” But remember, those were the same people who in the Spring suggested, “I’m going to the sidelines until the tariff issue gets resolved.” Since May, stock prices have advanced for six consecutive months, despite unresolved tariff issues.

11/12/2025

10/03/2025

A government shutdown can sound alarming, but here’s what it really means:

Federal offices may close or reduce hours, and “non-essential” services pause. Some federal workers may face furloughs or delayed pay, while places such as national parks and museums may shut their doors.

At the same time, many essential services continue, including Social Security and mail delivery.

Here’s a quick breakdown:
Federal offices close or reduce hours
“Non-essential” services paused
Some federal workers are furloughed or paid late
National parks and museums closed
Services like Social Security and mail continue

It’s a moment that can cause disruption, but it doesn’t mean everything stops. We'll be keeping an eye on these developments as they unfold.

09/30/2025

Fed Chair Jerome Powell indicated more adjustments were likely this year and into 2026 to address economic concerns, including a sluggish labor market.

It was the first time the Fed lowered the benchmark rate in months

09/15/2025

🚢From ships to shares, here’s a brief history of stocks 📊

The first “stocks” were tied to dangerous sea voyages. Today? They’re traded with a tap.

Swipe to explore:
⚫ The first company to issue stock
⚫ The world’s first exchange
⚫ Why stocks became so popular
⚫ How this centuries-old idea still drives markets today

09/11/2025

The hottest accessory trend of summer 2025 is the Labubu doll.

But if you don’t hang out with Gen Z’ers (13 to 28 years old), you may have missed it.

Labubus are plush mini monsters that are worn on backpacks, purses, or belt loops on your jeans.

Four-time Grand Slam tennis champion Naomi Osaka, who is 27, carried a $495 Labubu on her racket bag at the U.S. Open tennis tournament.

Are you team Labubu or sitting this trend out? Let us know! 👇

09/10/2025

A shout out to all who attended Operation Care last Saturday and to the staff from Pet Refuge and our major sponsor VEG ER. (Veterinary Emergency Group).This family event was held to raise funds and awareness for Pet Refuge of North Kingstown, a non-profit dedicated to providing a safe and loving haven for abused, neglected, and displaced cats throughout Rhode Island. If you want to learn more about them and donate, please visit https://thepetrefuge.org/

08/11/2025

The One Big Beautiful Bill Act: Key Tax Changes Starting 2025

👍EVERYONE 👍
Standard deduction increases to $15,750 for single filers, and $31,500 for those filing jointly.
State and local tax (SALT) deduction increases to $40,000 (temporary)

👥 SENIORS (65+) 👥
$6,000 bonus deduction (2025-2028)

👨‍💼 WORKERS 👨‍💼
No tax on tips (up to $25,000)
No tax on overtime (up to $12,500 single filer/$25,000 married filing jointly)

🏢 BUSINESS OWNERS 🏢
20 percent qualified business income deduction is now permanent
100 percent capital expensing restored

👨‍👩‍👧‍👦 FAMILIES 👨‍👩‍👧‍👦
Child tax credit increases to $2,200
Dependent care limits increase to $7,500

🏡 ESTATE MANAGEMENT 🏡
Exemption increases to $15 million/$30 million (starts 2026)

IMPORTANT: Some of these changes are temporary (2025-2028). Consult a tax professional for your specific situation.