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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Knowing the rules may help you decide when to start benefits.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Healthy habits are one of the greatest gifts to give your child.
These food myths will really put a drain on your wallet.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Five phases to changing unhealthy behaviors.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.
When should you take your Social Security benefit?
There are three things to consider before dipping into retirement savings to pay for college.