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Blog

Scott Sells | Nov 9, 2022

End of Year Reminders

RMD
QCD
CD
Tax-Loss Harvesting
Roth Conversion
Donor Advised Fund
Charitable Giving
Financial
Financial Planning
RMD, QCD, CDs, DAF's.... what do they all mean, and why should you care right now? The end of the year means a list of reminders for our clients. Don't let it
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Scott Sells | Oct 21, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
Insights
medicare
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Scott Sells | Oct 19, 2022

Working with an Investment Professional

Investments
Insights
financial advising
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Scott Sells | Oct 19, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Scott Sells | Oct 18, 2022

What to Do With with a Sudden Windfall

Finance
No doubt, you’ve thought about what you would do if you won the lottery. Have you spent some time planning for an inheritance, sale of a business, or just a
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Scott Sells | Oct 18, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Many of our clients are business owners, and often want to involve their family in those businesses. Mixing family and business can have great outcomes when you
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Scott Sells | Oct 17, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Lifetime Wealth Strategies | Aug 26, 2022

Louisville Business First: Corporate Philanthropist

Charity
Corporate
ESG
Insights
Loisville
Louisville Business First
Philanthropy
Sustainable Investing

Top Corporate Philanthropist

Lifetime Wealth Strategies was named by Louisville Business First as a Top Corporate Philanthropist for 2021. Our company

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Lifetime Wealth Strategies | Aug 17, 2022

Retirement Planning Today® — An Educational Course for Adults Age 50-65

Events
Financial
Insights
Planning
Retirement
Wealth

Retirement Planning Today® — An Educational Course for Adults Age 50-65

Due to recent tax law changes, an uncertain future for Social Security and the shift

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Lifetime Wealth Strategies | Aug 4, 2022

Making the Long Term Care Decision That’s Right for You

Insights
Long Term Care

For most of us the conversation isn’t whether or not we’ll need long term care, but rather when. According to the U. S. Department of Health and Human Services

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Lifetime Wealth Strategies | Aug 4, 2022

Making the Long Term Care Decision That’s Right for You

Insights
Long Term Care

For most of us the conversation isn’t whether or not we’ll need long term care, but rather when. According to the U. S. Department of Health and Human Services

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Lifetime Wealth Strategies | Aug 2, 2022

Should You Prioritize Retirement Savings over College Savings?

529
College
Finances
Insights
Millenial
Retirement
Young Professionals

As a young parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your children

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered
through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and [dba Name] are not affiliated.
Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration
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