LifeTime Asset Management

10/22/2026

Why is saving so hard, even when we know it’s important? Our brains are wired to favor now over later, but you can outsmart that instinct. Discover three proven strategies to stick with financial goals when motivation fades: https://bit.ly/4kN5kU2

How to stick to your savings goals for the long term.

10/19/2026

We are pleased to announce that Heidi Evans has recently relocated to the Atlanta area to work as a Wealth Consulting Assistant in our Georgia office. In this role, she will support advisor John Puckett and our GA office clients. Heidi is excited for this career opportunity and to explore a new city! Congratulations Heidi! https://lifetimeasset.com/team/heidi-evans/

10/16/2026

Dreaming of a surprise inheritance? Managing an inherited IRA isn’t all windfalls and celebrations—it’s also rules, required minimum distributions, and tax planning. Learn how to navigate your options and avoid costly mistakes: https://bit.ly/49MczaU

Understanding the complex considerations when inheriting an IRA, including RMD changes in 2025.

10/13/2026

Is $5 million enough to retire comfortably? For many, it's more than enough, but it depends on your lifestyle and how you manage your finances. Learn how to make the most of your retirement savings and secure your future: https://bit.ly/3SUlzDv

It depends on how you plan to live in retirement and the associated cost of doing so.

10/12/2026

Today, we're celebrating an important transition within our tax team.
After more than 40 years in accounting, tax planning, and client service, Mark Girimonte, CPA, CFP®, is announcing his retirement. Mark's leadership was instrumental in building our tax department and delivering exceptional service to our clients. We are grateful for his dedication and lasting impact.
We're also pleased to welcome Stephen House, CPA, as our new Tax Director. Joining LifeTime in August 2026, Stephen brings extensive experience and a client-focused approach that will help lead our team forward.
Please join us in congratulating Mark on his well-deserved retirement and welcoming Stephen to his new role.
Read more here: https://lifetimeasset.com/tax-team-leadership-transition/

10/09/2026

Welcome Matt Kelleher to our Wilmington office. Matt started in our Raleigh office and recently moved to Wilmington to work as a Wealth Management Analyst. In this role, he will work closely with clients and our advisory team help implement financial plans, support investment, tax, estate, and wealth management strategies, and ensure a high level of ongoing client service. Congratulations on the move and new office location, Matt! Read more here. https://lifetimeasset.com/matt-kelleher-wilmingtonoffice/

10/07/2026

Why should World Financial Planning Day be important to you? Because financial planning is a crucial part of your wealth journey and financial health. This day focuses on helping raise awareness of the value of financial planning, having a financial plan, and working with a financial planner who has committed to standards of competency and ethics and putting clients’ interests first. Learn more here. https://lifetimeasset.com/worldfpday2026/

10/01/2026

Only 42% of Americans are on track for retirement, and baby boomers trail at just 40%. Missing out on modern 401(k) features like autoenrollment meant fewer chances to build savings during key earning years. Learn how you might close the retirement gap: https://bit.ly/4h5MM2G

Compared to other generations, baby boomers are the least prepared for retirement. See how your generation stacks up and consider how ready for retirement you’ll be.

09/29/2026

Oil prices are climbing as Middle East tensions escalate, and inflation is back on investors' radar. This month’s Market Observatory breaks down what the bond market is really signaling about interest rates and how the Fed might respond. Watch here: https://bit.ly/4iHaROu

What message is the bond market sending on inflation—and will the Fed listen? Watch the Market Observatory with Chris and Sam to learn more.

09/24/2026

Building wealth that lasts beyond your lifetime takes more than luck. The right structures, investments, and family habits can help support a longer-term legacy.

🏛️ Create a clear plan: Trusts and other estate-planning tools can guide how assets are managed, transferred, and used.
🏠 Build varied income sources: Rental property, dividend-paying stocks, and bonds may provide income while spreading risk.
📚 Teach the next generation: Share your financial approach with heirs so they are better prepared to manage what they receive.

Explore more ways retirees can use passive income and planning to build generational wealth: https://bit.ly/4x6bjcY