Alex Matz - Lifetime Financial

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

Name a better way to spend your day than fishing with the Lifetime Financial team! Grateful for beautiful weather and aw...
06/12/2026

Name a better way to spend your day than fishing with the Lifetime Financial team!

Grateful for beautiful weather and awesome company!

As we step into the sunny summer months, it's the perfect time to cultivate new financial habits that will bloom into lo...
06/02/2026

As we step into the sunny summer months, it's the perfect time to cultivate new financial habits that will bloom into long-term prosperity. Just like tending a garden, building wealth requires consistent care and the right foundation.

Start Small, Grow Strong
This summer, consider planting these financial "seeds":

Set up automatic savings — even $25 per week grows into $1,300 by year's end

Track your spending for just one month to identify money leaks

Create a summer budget that includes fun while protecting your future

Review and optimize your investment accounts

Ready to grow your financial future? Let's discuss which habits will work best for your unique situation. Your future self will thank you for the seeds you plant today.

Building lifelong financial wellness, one habit at a time.

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.

🐾 Charlie: May the 4th be with you… I’ll be holding down my post like a true Jedi, watching the galaxy (and the neighbor...
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

Happy Tax Day! Did you know these 2026 tax facts?⚫Standard deductions: increased to Increased to $32,200 (married/joint...
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

Happy Easter from the Lifetime Financial team!
04/05/2026

Happy Easter from the Lifetime Financial team!

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

Did you know that one tax strategy meeting may not solve everything? Proactive tax planning involves continuous monitori...
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.

Address

1289 County Road PH
Onalaska, WI
54650

Telephone

+16087861200

Website

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