Understanding Today's Financial Environment
Welcome to LifeTime WealthCare Family Office of Severna Park, Maryland. We invite you to take a tour and see why others choose a relationship with us. LifeTime WealthCare is an independent, boutique Family Office providing fiduciary level, concierge wealth management to a limited number of emerging wealth families on a multigenerational level. You no longer need to be ultra-wealthy to experience our brand level service and formula that has set us apart for over 30 years.
Small Business Owners
Long hours, risks and personal sacrifice fulfilling a passionate vision is the price you’ve paid in creating wealth and perhaps an abundant lifestyle. Protecting that wealth and mapping out future goals and life experiences are part of your plan and we provide the strategies and advanced planning to help you.
You committed to years of education, sacrificed yourself as well as missed valuable family time. You have taken both personal and professional risks and dealt with the stresses of running a small practice, while taking care of the needs of others. It is important to protect and experience life with the wealth you have created for yourself. That is what we do and we do it well.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
How long does a $20 bill last?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
There’s a link between debt and stress.
Important items to consider when purchasing condo insurance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a quick guide to checking to see if you have unclaimed money.
What is your plan for health care during retirement?
When do you need a will? The answer is easy: Right Now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The market is as unpredictable as the weather. We’d love to help you prepare.