LifeTime Asset Management

Why should World Financial Planning Day be important to you? Because financial planning is a crucial part of your wealth journey and financial health. This day focuses on helping raise awareness of the value of financial planning, having a financial plan, and working with a financial planner who has committed to standards of competency and ethics and putting clients’ interests first. Learn more here. https://lifetimeasset.com/worldfpday2026/

Only 42% of Americans are on track for retirement, and baby boomers trail at just 40%. Missing out on modern 401(k) features like autoenrollment meant fewer chances to build savings during key earning years. Learn how you might close the retirement gap: https://bit.ly/4h5MM2G

How Retirement Preparedness Varies Across Baby Boomers, Gen X, Millennials, and Gen Z Compared to other generations, baby boomers are the least prepared for retirement. See how your generation stacks up and consider how ready for retirement you’ll be.

Oil prices are climbing as Middle East tensions escalate, and inflation is back on investors' radar. This month’s Market Observatory breaks down what the bond market is really signaling about interest rates and how the Fed might respond. Watch here: https://bit.ly/4iHaROu

The Market Observatory: Reading the Bond Market's Signals [Video] What message is the bond market sending on inflation—and will the Fed listen? Watch the Market Observatory with Chris and Sam to learn more.

Building wealth that lasts beyond your lifetime takes more than luck. The right structures, investments, and family habits can help support a longer-term legacy.

🏛️ Create a clear plan: Trusts and other estate-planning tools can guide how assets are managed, transferred, and used.
🏠 Build varied income sources: Rental property, dividend-paying stocks, and bonds may provide income while spreading risk.
📚 Teach the next generation: Share your financial approach with heirs so they are better prepared to manage what they receive.

Explore more ways retirees can use passive income and planning to build generational wealth: https://bit.ly/4x6bjcY

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Read all about Life at LifeTime with our 3rd quarter newsletter! From information on the transition to LPL Financial as our broker-dealer to our ranking on Inc. 5000 & AdvisorHub's lists, from our new tax department hire to year-end tax planning to market updates, there's always a lot happening with LifeTime! Don't miss out.

Life at LifeTime Quarterly Newsletter — Q3 2026 LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates. It’s worth a look! Our third quarter newsletter features: Upcoming transition from Broker-Dealer Commonwealth to LPL Financial Raleigh Office Remodeling Update LifeTime i...

$124 trillion is expected to change hands between generations by 2048, but many families aren’t waiting to pass it on. Some parents are giving now, and pairing that help with lessons on saving and investing. See how families are approaching inheritance: https://bit.ly/4xQSScU

How Real Families Are Handling The Great Wealth Transfer Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you.

We’re proud to share that John Puckett has been named a Five Star Wealth Manager for the third consecutive year! 🌟 This prestigious award honors financial professionals who demonstrate a strong commitment to excellence and client service. Read more here. https://lifetimeasset.com/john-puckett-earns-five-star-wealth-manager-award-again-for-2026/

🎓 Don't let your college graduate leave free money on the table. A simple chat about 401(k) matches, Roth IRAs, and automating small savings sets them up for life. Learn how to start the conversation and guide your new grad with confidence. https://bit.ly/4xYnOYi

Retirement Planning for Young Adults | Smart Financial Credit Union - Smart Financial Credit Union Learn practical tips on retirement planning for young adults. Discover how to talk to your college graduate about options with Smart Financial Credit Union.

Happy 1-Year Anniversary to Matt Kelleher, Wealth Management Assistant! 🎉 Matt’s first year with LifeTime has been full of milestones, from relocating from the Boston area to Raleigh, to getting married in Italy, and now preparing for another move with his new bride to support our Wilmington office this fall. Matt has been a tremendous asset to our team, providing valuable support to our advisors and clients. Congratulations on an amazing first year, Matt. Here's to many more! Read more about Matt here. https://lifetimeasset.com/team/matt-kelleher-cfa-cfp/

When it comes to retirement planning, there isn’t a one-size-fits-all approach. Learn about new research that shows how generations differ in their attitudes about retirement, and how those differences should shape financial planning: https://bit.ly/3UhuYXf

Differing generational retirement expectations spur personalized strategies Differing generational expectations about when to retire are placing an increased focus on personalized investment strategies.