LifeTime Asset Management

09/07/2026

Teaching your kids about money could save you from future financial headaches. Experts suggest discussing spending habits, offering allowances, and even turning savings into a competition. Learn creative ways to make finance fun for children: https://bit.ly/2yZFlnw

Set your kids up for long-term financial success by teaching them early about money.

09/05/2026

“You’ll pay less tax in retirement” isn’t always true. Combining Social Security with required minimum distributions can trigger the “tax torpedo,” potentially raising the effective tax rate on additional withdrawals. See how careful planning may help: https://bit.ly/3U4oJIl

Your Social Security income and RMDs will most likely combine to deliver a tax torpedo, but there are ways to reduce your income in retirement to pay less tax.

09/02/2026

Your 50s & 60s are more than a countdown to retirement—they’re a chance to make strategic moves. Align income and spending, adjust investments, and stay ahead of tax changes. Discover the moves that can help put your retirement plan on solid footing. https://bit.ly/4qWhs9S

Your 60s are the home stretch into retirement. Discover strategies to turn your plan into action, create income, and retire with confidence.

08/28/2026

Is financial advice from AI reliable? New research found significant differences across major platforms, including some biased or inaccurate guidance. See what to consider before trusting AI with your money: https://bit.ly/4gijKLw

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

08/25/2026

Congratulations to Mandi Schoephoerster on her 5-year work anniversary! Over the years, Mandi has grown from Office Administrator to Client Service Administrator, consistently delivering exceptional service and support to our clients and team. Thank you for your dedication, positivity, and commitment to excellence. We're grateful to have you as part of the LifeTime family! Read more about Mandi here. https://lifetimeasset.com/team/mandi-schoephoerster/

08/24/2026

Will or trust: which one do you really need? The answer may be both. 🤔 Trusts, beneficiary designations and other documents can all play a role in your estate plan. Learn about the differences and how wills and trusts can work together to create a stronger estate plan.

Wealth Enhancement reports on the estate planning debate between trusts and wills, highlighting that both serve unique purposes and can complement each other.

08/21/2026

our retirement isn’t one big decision—it’s a series of age‑based milestones. From catch‑up contributions at 50 to Medicare at 65, each age unlocks a new move. Explore the key ages to know and the moves to consider along the way. https://bit.ly/462whOd

08/17/2026

LifeTime Asset & Tax Management has been named to the 2026 Inc. 5000 list, earning the #2,895 spot among the fastest-growing private companies in the United States.

Being included alongside some of the most innovative and successful businesses in the country is an incredible honor. This recognition is a testament to our team's hard work and our unwavering commitment to helping individuals, families, and business owners make smarter financial decisions through integrated wealth and tax planning.

A huge thank you to our clients and partners for your trust and support. We look forward to continuing to grow, innovate, and create lasting value together. Read more here. https://lifetimeasset.com/inc5000list2026/

08/14/2026

Many of us like to wait until our birthday or the new year to plan our finances, but today is a great time to start. August 14 is National Financial Awareness Day and a good reminder to take investing and saving seriously to build financial stability and prepare for the future. Learn more about this special day and what you can do help secure your financial future here:

National Financial Awareness Day on August 14 encourages everyone to assess their financial health, set new goals, and pursue independence. Learn to manage debt and plan for the future.

08/12/2026

Aging without a spouse or children can make estate planning especially important. It is not only about who inherits, but who will make financial, legal, and medical decisions if you cannot.

👥 Look beyond immediate family: Trusted friends, nieces, or nephews may be able to serve as power of attorney, healthcare proxy, or trustee.
💼 Consider professional help: Lawyers, banks, and trust companies can handle some financial and legal roles, while medical decisions often require a personal connection.
⏰ Plan before a crisis: Without documents in place, a court may choose who manages your affairs.

Learn how solo agers can build a reliable support network and keep more control over future decisions: https://bit.ly/3Rh1cTz