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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
There are common mistakes you can avoid when saving for retirement.
This article may help you maximize the benefits of your donation for your chosen charity.
Here are five facts about Social Security that are important to keep in mind.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
When markets shift, experienced investors stick to their strategy.
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know these three personal finance sayings?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.