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.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Is your estate in order? This short quiz may help you assess your overall strategy.
A look at how variable rates of return impact investors over time.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
When you retire, how will you treat your next chapter?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here are five facts about Social Security that might surprise you.
Learn about cyber liability insurance in this entertaining video.
When do you need a will? The answer is easy: Right Now.
The market is as unpredictable as the weather. We'd love to help you prepare.