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.
Successful Retirees
We can help take some of the mystery out of preparing for your financial future, with our advanced planning process.
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.
Medical Professionals
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.
Helpful Content
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Buying a Home
A look at what you need to think about when buying a home.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Markets React
When markets shift, experienced investors stick to their strategy.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.