Lifetime Wealth Management, LLC

Today's investment climate offers unprecedented opportunities. Lifetime Wealth Management, LLC's mission is to help clients take advantage of those opportunities by providing them with three key tools:

    1. 1.  A clear understanding of their financial goals.
    2. 2.  A well-defined roadmap for pursuing those goals.
    3. 3.  Ongoing advice to help adjust their roadmap when their needs change.

Jeffrey D. Stewart, CPA/PFS, CFPR and Molly E. Myers, CLU provides services covering all areas of financial management, from *investment and retirement planning to risk management and estate conservation. They specialize in helping clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short-term and long-term objectives. On this Website, you will find valuable information for evaluating your current position and progress toward your financial goals.  We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy.  You will also find calculators that will help you assess your current and future needs.  Please remember to visit our Website often, as our content is constantly changing.  For help with your financial management, or for more information on our services, please contact us today.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

His and Her Uncertainty

By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

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