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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
This article may help you maximize the benefits of your donation for your chosen charity.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The item most homeowners forget on their home improvement project checklist is insurance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Taking regular, periodic withdrawals during retirement can be quite problematic.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
With alternative investments, it’s critical to sort through the complexity.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.