Alex Matz - Lifetime Financial

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Onalaska, WI
Alex Matz - 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

05/25/2026

Today, we remember.

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

05/04/2026

🐾 Charlie: May the 4th be with you… I’ll be holding down my post like a true Jedi, watching the galaxy (and the neighborhood). The Force is strong here—especially when naps are involved.

👤 Alex: Just like the Jedi stay ready for whatever the galaxy throws their way, your financial plan should be prepared for unexpected twists and turns. Markets shift, life happens, and surprises pop up, but with the right strategy, you don’t have to fear the dark side of uncertainty. A little preparation today can help keep your long‑term goals on the light side of the Force.
If you want to make sure your financial plan is strong enough to handle whatever the galaxy sends next, I’m here to help.

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!

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.

I 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

04/15/2026

Happy Tax Day! Did you know these 2026 tax facts?

⚫Standard deductions: increased to Increased to $32,200 (married/jointly)
⚫Senior deductions: additional $6,000 deduction for taxpayers 65+ (subject to MAGI phaseouts)
⚫Child Tax Credit: increases to $2,200 per qualifying child

04/05/2026

Happy Easter from the Lifetime Financial team!

03/13/2026

🐾 Charlie: Spring might be right around the corner… but for now, I’ll just sit here and watch this surprise snow roll in. Cozy blanket, warm spot, zero worries.

👤 Alex: Just like this late‑season snowfall, life can throw unexpected weather our way. Even when brighter days are close, it pays to stay prepared. Your financial plan works the same way. A little extra attention today can help protect your long‑term goals from any “forecast surprises.”
If you want to make sure your finances are ready for whatever comes before spring actually arrives, I’m here to help!

02/26/2026

Did you know that one tax strategy meeting may not solve everything?

Proactive tax planning involves continuous monitoring and adjustments. This approach optimizes tax outcomes and takes a year-round perspective.

Let's connect.

02/25/2026

The Lifetime Financial team is so excited to announce that we are joining Habitat for Humanity for another year of volunteer efforts around the La Crosse area. We hope you are able to join us! Oh, and we can't forget to mention that breakfast and lunch will be provided!

Who: The Lifetime Financial team wants you!
What: Volunteer efforts to cleanup neighborhoods around La Crosse.
When: April 25, 7:30am - 1:00pm
Where: We will meet at The Nature Place

Sign up: https://tinyurl.com/4ja8cxw7

01/12/2026

🐾 Charlie: After a well-deserved vacation, I’m feeling refreshed and ready to take on the new year! 🌴
👤 Alex: Just like Charlie, your finances deserve a fresh start too. The beginning of the year is the perfect time to review your goals, rebalance your portfolio, and make sure your tax strategies are set up for success.
✅ A proactive plan today can help you stay relaxed all year long—no surprises, just confidence in your financial future.
📞 Ready to start the year strong? Let’s schedule a time to review your plan and make sure your money is working as hard as you are!

Address

1289 County Road PH
Onalaska, WI
54650

Telephone

+16087861200

Website

http://lifetimefin.net/

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