Kathleen McAfee - Lifetime Financial

Kathleen McAfee - Lifetime Financial Lifetime Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Important Information & Disclosures: http://bit.ly/2f98X9d

Check out LPL Financial Research's Weekly Commentary on the market: "Seeds of Opportunity: The Case for Agriculture Inve...
05/26/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Seeds of Opportunity: The Case for Agriculture Investments".https://static.fmgsuite.com/media/documents/9cf6b951-7c8e-4850-92b3-c2de539cb8f8.pdf

Today, we remember. We will resume regular business hours on Tuesday, May 26th.
05/25/2026

Today, we remember.

We will resume regular business hours on Tuesday, May 26th.

Check out LPL Financial Research's Weekly Commentary on the market: "Energy Shock Expected to Hit Prices Harder Than the...
05/18/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Energy Shock Expected to Hit Prices Harder Than the Economy".

https://static.fmgsuite.com/media/documents/a54690d5-f997-46f4-9f3d-01f9ddf497a5.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "A New Fed Regime: Warsh, Policy Direction, and Trea...
05/13/2026

Check out LPL Financial Research's Weekly Commentary on the market: "A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences"
https://static.fmgsuite.com/media/documents/6e29f8f6-7271-405c-8d02-f3df95e6056c.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "AI Wave Continues to Power Technology Earnings Boom...
05/06/2026

Check out LPL Financial Research's Weekly Commentary on the market: "AI Wave Continues to Power Technology Earnings Boom".https://static.fmgsuite.com/media/documents/ff7486da-e87e-4f5c-a3aa-54edd594280c.pdf

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/a8ff9a2f-0927-423b-ab55-8eb74ac85195....
05/06/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/a8ff9a2f-0927-423b-ab55-8eb74ac85195.pdf

Many investors worry about paying more in taxes than necessary in retirement — but aren’t sure what to do about it. Tha...
05/06/2026

Many investors worry about paying more in taxes than necessary in retirement — but aren’t sure what to do about it.

That’s where asset location comes in. By aligning the right investments with the right accounts, we can help make your retirement income more tax efficient, and help you keep more of what you’ve worked for. Let’s talk about how this fits into your plan. Learn more at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

05/01/2026

Bloom where you are planted 🌱

Last weekend, the Lifetime Financial team and our amazing clients came together to show some love to the place we call home. No matter where you live, there's beauty in caring for your community and taking pride in the spaces around you.

Here's to growing where we are, and leaving our community better than we found it!

Check out LPL Financial Research's Weekly Commentary on the market: "American Industrial Renaissance: Fact or Fiction?"....
04/30/2026

Check out LPL Financial Research's Weekly Commentary on the market: "American Industrial Renaissance: Fact or Fiction?".https://static.fmgsuite.com/media/documents/1abb80ac-7045-42a9-bcfb-dfd2c7e99146.pdf

04/24/2026

Festival Foods® ESOP Participants

If you’ve recently been forced out of the Festival Foods® ESOP, you likely have important decisions to make, whether to take the cash, roll funds into a Traditional IRA, keep as is, or convert to a Roth IRA.

We help individuals evaluate these options by reviewing tax efficient strategies, long term retirement goals, and rollover strategies along with your tax professional. If you’ve been affected and want guidance before making a decision, feel free to reach out

Check out LPL Financial Research's Weekly Commentary on the market: "Rethinking Fixed Income Allocation in a Multi‑Polar...
04/22/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Rethinking Fixed Income Allocation in a Multi‑Polar World".https://static.fmgsuite.com/media/documents/6b236c12-2243-473c-9a4e-bf01dd7bc4a1.pdf

Address

1289 County Road PH
Onalaska, WI
54650

Telephone

+16087861200

Website

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