Veterans Day, originally called Armistice Day, began as an occasion to reflect upon the heroism of those who died in our country's service. It falls on November 11, the anniversary of the signing of the armistice that ended World War I. In 1954, the name of the holiday was changed from "Armistice Day" to "Veterans Day" in order to recognize veterans of all wars. Today, we celebrate all who served. Thank you.
LifeTime Asset & Tax Management
金融服务
Raleigh，NC 428 位关注者
Investment Services | Wealth Management Services | Tax Services | Business Services
关于我们
FINANCIAL SOLUTIONS FOR LIFE—SIMPLIFYING YOUR WEALTH MANAGEMENT CHOICES Our clients want to eliminate financial anxiety and plan for their financial future. Many of our clients have been with us for over 30 years. We believe our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to work toward their financial/retirement goals. Learn about Investment & Wealth Management Services offered through LifeTime Asset Management: www.lifetimeasset.com YOU DON’T HAVE TO BE A TAX EXPERT—AT LIFETIME TAX MANAGEMENT, THAT’S OUR JOB Tax services, business services, and Quickbooks services from our dedicated team. Planning is the key to successfully and legally reducing your tax liability. We proactively recommend tax saving strategies to maximize your after-tax income. Learn about Tax Planning & Tax Services offered for business and individuals through LifeTime Tax Management: www.lifetimetaxmanagement.com Securities and advisory services offered through Commonwealth Financial Network?, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. LifeTime Asset Management, 801 Corporate Center Dr., Suite 110, Raleigh, NC 27607, 919-845-5315. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NE, NH, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.
- 网站
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https://www.lifetimeasset.com
LifeTime Asset & Tax Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Raleigh，NC
- 类型
- 私人持股
- 创立
- 1996
地点
LifeTime Asset & Tax Management员工
动态
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Procrastinating on estate planning? Insufficient estate planning carries serious risks. Read more about what key documents to have in place to protect your assets and wishes, and other aspects you should address to ensure you have a solid plan. https://bit.ly/4ff4cGq #estateplanning
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?? Congratulations to both William Martin, CFP? and Sandy Russ, CPA, CFP, PFS on each of their family farms being honored as NC Century Farms at the NC State Fair in October! ?? This prestigious award celebrates families who have owned farms in North Carolina for over 100 years. What an incredible legacy and accomplishment! ???? Read more here. https://ow.ly/7l2e50U2b6K #NCCenturyFarm #NCStateFair #FarmFamilyTradition
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Market Thoughts for November by Brad McMillan, Commonwealth's CIO: Markets were down in October across the board, with stocks falling at month-end. Bonds also dropped as traders dialed back expectations for Fed rate cuts. This pullback was largely due to signs of surprisingly strong economic growth, as solid hiring and rising confidence drove consumer spending growth. While the economic and earnings news was positive, there are still political risks in the headlines. Will the uncertainty around the U.S. election rattle markets in November? What this video to find out. https://ow.ly/Rjnv50U0Ix3
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As older Americans navigate retirement, the balance between spending down assets and leaving a legacy becomes more complex. Discover how proper planning can help retirees make the most of their nest eggs while still considering their loved ones' futures: https://bit.ly/48laXnL #retirementplanning
Should You Spend Your Nest Egg or Leave a Legacy?
money.usnews.com
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As election tensions rise, investors wonder if they should adjust their portfolios. But data shows something surprising about market performance during transitions. Find out more in the new blog from Commonwealth senior portfolio manager, Chris Fasciano: https://bit.ly/3BXj79P #election2024
What Will the Election Mean for Markets?
blog.commonwealth.com
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Huge congratulations to John Puckett, MBA, CFP? and his golf team for taking home the win at this year’s Atlanta Select Golf Invitational, with another team of LifeTime clients securing second place!! Celebrating its 19th year, this event hosted over 200 players on Monday, October 21 at TPC Sugarloaf in Duluth, GA. John, who serves as a Board Ambassador and has been involved for eight years, continues to inspire with his dedication to this cause. Proudly, LifeTime was a premier sponsor for the third year in a row, with all proceeds benefiting the American Cancer Society. Learn more here: https://lnkd.in/eR3qfcY4
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Election season can be overwhelming, but focusing on what we can control is key to staying grounded. Small strategies can make a big difference for our mental well-being. Discover tips for navigating this high-stakes time with calm and clarity: https://bit.ly/4eRGaRP #electionwellness
Three Tips for Managing Your Election-Related Stress
kiplinger.com
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Thank you, Raleigh! We are honored to have been nominated for Raleigh’s Best and thrilled to have won GOLD in both Wealth Management and Tax Services categories for 2024. https://ow.ly/3Qmc50TNCWb #RaleighsBest #wealthmanagement #taxservices #financialplanning #taxplanning
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