Investment Accounts - Lifevest Advisors

Retirement Planning

Tax Diversification 101: Balancing Pre‑Tax, Roth, and Taxable BucketsBusiness

Getting your retirement savings strategy right involves understanding tax diversification; discover how balancing pre-tax, Roth, and taxable accounts can benefit your future income.

Charles
September 2, 2025

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delayed savings significantly reduce retirement

Retirement Planning

The Cost of Waiting: How Delaying Savings by Five Years Impacts Your Nest EggBusiness

Just delaying your savings by five years can drastically reduce your retirement funds,…

Charles
October 3, 2025

early withdrawal penalties and alternatives

Retirement Planning

Hidden Penalties When Tapping Retirement Accounts Early—and Smarter AlternativesBusiness

Getting early access to retirement funds can trigger costly hidden penalties; discover…

Charles
October 2, 2025

Retirement Planning

The Psychology of the Paycheck Gap: Transitioning From Salary to Self‑Paidbusiness

I understand how the paycheck gap can trigger emotional struggles when transitioning to…

Charles
September 30, 2025

flexible budgeting for financial security

Retirement Planning

How to Use a Dynamic Spending Plan to Avoid Running Out of MoneyBusiness

Getting the most out of a dynamic spending plan can prevent financial…

Charles
September 28, 2025